Accurate recording of payment methods is essential for financial integrity and success. It ensures that financial statements are reliable, maintains compliance with regulations, and enables precise tax reporting. By recording all payment methods currently in use, you facilitate both manual and online payments, covering all required forms of transactions.
View Setting
➡️ Profile icon > Settings > Finance > Payment methods > View
Add a Payment Method
➡️ Payment method - Type name > Add payment method
Edit a Payment Method
➡️ Locate payment method in list > Edit > Amend name > Save payment method
Delete a Payment Method
➡️ Locate payment method in list > Delete > Type 'delete' > Delete
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