Staff may want to record payment method made for collections. Example of payment methods are cash, debit card, credit card and etc. Items set in Payment Method will appear in the field Payment Method when user record payment.

Add Payment Method


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Payment Method > click Add New
  3. In Code field, enter payment method code
  4. In Name field, enter type of payment method
  5. In Description field, enter description of payment method
  6. Set Status slider to Active, if any
  7. Set Show Bank Name Selection slider to Yes, if you want the field to appear
  8. Set Show Reference No. Field slider to Yes, if you want the field to appear
  9. Set Show Reference Date Selection slider to Yes, if you want the field to appear
  10. Set Payment Sponsor slider to Yes, if the payment method is by sponsor
  11. Click Save

Update Payment Method


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Payment Method > click Update
  3. Update the required fields
  4. Click Save

Delete Payment Method


  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Payment Method > click Delete
  3. On delete confirmation prompt, click Delete

 

 

 

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