- Training
- Reporting
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- Admin
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
Payment Methods
When you initially import data from your accounting system to CRM, Payment Methods will be automatically created using your existing data. You can also create new Payment Methods from Admin> Payment Methods and then choose from the available methods when you are working with Payments in your system.
Click on New Payment Method to create a new option and give it a name – ensure that the Is Active box is ticked.
Creating new Payment Methods
You can tick the Is Default box for a method to set it as the default method to apply to all Payments.
Setting a method as the default option
When you create a Payment, you can change the method to something other than the default by making another choice from the Payment Method dropdown list.
You can untick the Is Active box for a method to remove a method from the method dropdown list when you are working with Payments.
Deactivating a method