Payment methods

Purpose: Accurate recording of payment methods is crucial for financial integrity and success, ensuring that financial statements are reliable, maintaining compliance with regulations, and enabling precise tax reporting.

Record all payment methods currently in use for recording both manual and online payments and facilitate all required forms of payments in and out.

View setting

Profile icon > Settings > Finance > Payment methods > View

Add a payment method

Payment method - Type name > Add payment method

Edit

Locate payment method in list > Edit > Amend name > Save payment method

Delete

Locate payment method in list > Delete > Type 'delete' > Delete

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