Setup payment settings of invoices and transactions based on your preferences.
Payment Types
To add payment types,
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Go to Navigation Panel > Company Setup > Payment Types.
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Click the Add New Payment Type button.
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Enter the Payment Type Name and select if it's a check or not.
- Click the Add New Payment Type button to save.
Other Actions
To edit a payment type,
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Click on the payment type row.
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Click Save Changes upon updating.
To delete,
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Click
icon
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A confirmation modal will appear and click OK.
Note:
Default payment types (Cash, Check, Fund Transfer) cannot be deleted.
Payment Terms
Specify a period of time a transaction should be paid off and completed.
To add payment terms,
- Go to Navigation Panel > Company Setup > Terms.
- Click theAdd New Terms button
- Enter the description and the value(number of days) of the payment term.
- Click the Add New Term Button to save.
Other Actions
To edit a payment term,
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Click on the payment term row.
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Click Save Changes upon updating.
To delete,
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Click icon
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A confirmation modal will appear and click OK.