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Payment Method

Overview

Payment Methods allow you to set up different means of accepting payment from customers. 

To get started, select Payment Methods from  the Settings menu.

Navigation Menu
Payment Methods
Create a Payment Method

To create a Payment Method, click the Create Payment Method button in the upper left-hand side of the screen.

The Create Payment Method drawer will appear. Give your Payment Method a name and assign it a Payment Type, then click Save to close the drawer and create your Payment Method.

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Edit a Payment Method

To edit an existing Payment Method, first select the Payment Method from the list on the left-hand side of the Payment Method screen. 

Once you've selected the Payment Method you want to edit, make your changes in the information fields on the right-hand side of the screen. 

When you've finished making your changes, click Save

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See it in Action

Payment Methods are used when creating new payments in the Payments tab of a sales document.

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  1. Sarah Schaefer

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