Set up payment methods

We provide a default set of payment methods that you can select from when a customer payment is recorded or when you are recording any purchase invoice payments. You can add any additional payment methods.

  1. Go to Settings. (If you've switched to the new design, select your initials, then Account Settings.)

  2. From the List section, select Payment Methods.

  3. For Sales Invoice Payment Methods - enter the name of any new payment method and select Add Payment Method. The methods are added in alphabetical order.

  4. For purchase Receipt Payment Methods - enter the name of any new payment method and select Add Payment Method. The methods are added in alphabetical order.