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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.

Create a new Payment Method

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

Default Payment Method

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. 

Deactivate a Payment Method

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

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