How to view/update Payment Methods?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “CONFIGURE” button located at the top navigation bar.
View/Update Payment Methods
1. Click on the “PAYMENT METHODS” button found at the left side bar.
2. You will be redirected to this page. You can remove a payment method by simply clicking the “EXPIRE” button found at the far right side of each payment method.
3. If you want to edit the DESCRIPTION and the assigned GL ACCOUNT, just do the necessary changes and click the “UPDATE”.
Assign Payment Method into GL Account
1. Scroll-down a bit. Just below the list of Payment Methods Section, there is a section allotted for assigning a Payment Method Type into a GL Account.
2. Provide the necessary details, and click “ADD”.
3. Your page will be refreshed. Notice that a new Payment method has been added. List is in Alphabetical order.
Select Default Refund Payment Method
1. At the bottom part of the screen, you will see this section. Just select your desired Payment Method, and click “UPDATE”.
NOTE: To create a new payment method, please refer to this manual: How to create a new payment method?