Billing options: Payment methods [guide]
Guide contents: Navigation | Add a payment method
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
- Click .
- 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.
- The Active check box determines if this payment method will appear in the drop-down list when entering a receipt.
- Click the Save button.