Payment Methods List

By |2021-07-09T20:28:54-05:00March 22nd, 2018|Comments Off on Payment Methods List

Introduction

The Payment Methods List is used to manage the various ways you receive payments from customers.

Form Access

  • From the main menu, click Customers | Lists | Payment Method List.

Usage

Perhaps the easiest way to use this list is through it’s right-click menu.

  • To create a new payment method, right click anywhere in the list and choose New Payment Method from the pop-up menu.
  • To edit a payment method, right-click on it and choose Edit Payment Method from the pop-up menu.
  • To delete a payment method, right-click on it and choose Delete Payment Method from the pop-up menu.
  • To inactivate a payment method, right-click on it and choose Make Payment Method Inactive from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.

Creating a New Payment Method

  1. Right click anywhere in the Payment Methods list and select “New Payment Method” from the pop-up menu.  The Add Payment Method window will appear.
  2. Name the new “Payment Method”.  Examples would include “Visa” or “Money Order”.
  3. Choose a “Payment Type”.  The three payment type choices are Cash, Check, or Credit Card.
  4. Click the OK button to save and exit the form, or click Next to save the form and create another.

Tips

  • A payment method can be inactivated from within its own form by ticking the Inactive checkbox.

Related Topics

Payment – Receive Payment
Payment List

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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