Billing options: Payment methods [guide]

Guide contents: Navigation | Add a payment method

Navigation

Menu > Admin > System setup > Time & billing > Payment methods

Payment methods are used to categorize receipts from clients. Typical options would include checks, cash, credit card, and EFT.

Add a payment method

1. Click .
2. In the Method text box, type a descriptive name for this payment method that you would like to see on reports and in the drop-down box when you select a payment method.  
3. The Active check box determines if this payment method will appear in the drop-down list when entering a receipt.
4. Click the Save button.