Prerequisites
Before enabling and using the payment method, ensure the following:
Admin role on your account.
Step-by-Step Instructions
Step 1: Enabling the Payment Method
Enabling for Requests:
Go to the Request & Quote Settings
Navigate to Configurations > Company Settings.
Open the "Request & Quote" section.
Ensure that the "Hide Payment Method" option is unchecked.
Enabling for Orders:
Go to the Purchase Order Settings
Navigate to the "Configurations" > Company Settings.
Locate and select the "Purchase Order" section.
Check the "Enable Payment Method" option. This will make the payment method section available under master data.
Save your changes.
Step 2: Adding a Payment Method
Navigate to Payment Method
Navigate back to Configurations > Click on Payment Method under the Master Data column.
Click on "Add Payment Method"
Select the option to add a new payment method.
Add Payment Method and Payment Method Name
Enter the payment method details and provide a name for the payment method.
Click on "Create Payment Method"
Save the new payment method by clicking on "Create Payment Method".
FAQs
Can I edit a payment method after creating it?
Yes, you can edit a payment method by navigating to the Admin section > Configurations > Payment Method (below Master Data) section and making the necessary changes.
Can I delete a payment method once it has been created?
Yes, you can delete a payment method by selecting it and choosing the delete option. If a payment method has already been used on a document then you will not be able to delete it.