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  4. Payment methods

Payment methods

To check your Payment Methods navigate to Config → Finance → Payment Methods.

Main menu

List of methods

Payment methods listed here are set by default. When you install a new payment module(ex. SageOne, Netcash, Stripe etc.) it will automatically appear here.

You can add a new Payment method manually by clicking the Add icon at the top-right corner of the page. The window will appear where you will type the name of the Payment Method and enable the option "Active".

Create payment method

list of methods

After adding a new Payment method it will appear in each customer's Billing settings in Customers → View →Billing →Billing overview.

Selected

It is possible to Edit (Rename) or Delete Payment methods by clicking on the icons in the Actions column of the table.