# Payment methods ## Payment methods Payment methods are named, coded entries that you maintain in the Payment Methods reference list. Use this page when you need to add, change, or remove an entry. | If you need to… | Go to… | |---|---| | Check the list and its fields | [Find the Payment Methods list](#find-the-payment-methods-list) | | Read the fields and dialog controls | [Understand the list and form](#understand-the-list-and-form) | | Add or edit an entry | [Add or edit a payment method](#add-or-edit-a-payment-method) | | Delete, filter, import, or export | [Handle delete, filter, import, and export branches](#handle-delete-filter-import-and-export-branches) | | Resolve a save, delete, or refresh message | [When maintenance goes wrong](#when-maintenance-goes-wrong) | | Continue to a sibling reference list | [After maintaining payment methods](#after-maintaining-payment-methods) | | Maintain delivery terms | [Delivery Terms](doc:configuration-sales-delivery-terms) | | Maintain units | [Units](doc:configuration-sales-item-units) | | Maintain guarantee types | [Guarantee Types](doc:configuration-sales-requested-guarantee) | | Maintain lost reasons | [Lost Reasons](doc:configuration-sales-lost-reasons) | | Maintain regret reasons | [Regret Reasons](doc:configuration-sales-regret-reasons) | | Maintain cancellation reasons | [Cancellation Reasons](doc:configuration-sales-cancellation-reasons) | | Maintain order cancellation reasons | [Order Cancellation Reasons](doc:configuration-sales-order-cancellation-reasons) | ## Before you start The Payment Methods list is a permission-controlled reference list: the actions available to you depend on the permissions returned for your account. **Prerequisites** | Before you begin | What to have ready | |---|---| | Add an entry | The **Name** and **Code** you want to enter. | | Edit an entry | The payment-method row you want to change. | | Delete an entry | The row you want to remove and permission to delete it. | | Export the list | Permission to export it. | | Import entries | Permission to import them. | | Show the filter row | Access to the **Settings** menu. | The entry form is where you enter **Name** and **Code**. An action column is the action area at the end of a row. The **New** action depends on add permission; the edit action in an existing row’s action column depends on edit permission; the delete action in a row’s action column depends on delete permission; and the **Export** and **Import** items depend on their respective permissions. ## Find the Payment Methods list The Payment Methods list is the screen where you locate an existing row or start a new entry. The list contains three rows under the **Name** and **Code** columns. ![Look for the three rows, their Name and Code headers, and the sibling reference-list navigation.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a7ff5700538898c66fcca68be26543b0.png) **Prerequisites** - You know the **Name** or **Code** you want to find. **Steps** 1. Open **Payment Methods** in the configuration navigation. 2. Confirm that the page heading reads **Payment Methods**. 3. Identify rows under the **Name** and **Code** columns. 4. Choose how to continue. | If you want to… | Do this | |---|---| | Add an entry | Select **New**. | | Edit an entry | Select an existing row. | 5. Select the icon whose title is **Refresh** to refresh the list. 6. Select the icon whose title is **Settings** to open list options. ![Look for the Payment Methods heading, the **Name** and **Code** columns, and the **New**, **Refresh**, and **Settings** controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a712265c1039baf8f3b7f7dce949b54c.png) **Result:** You are on the Payment Methods list and can choose a row or **New**. ## Understand the list and form The list presents the payment-method values as **Name** and **Code** columns; the entry dialog presents those same two values as required text fields. The list also contains a hidden payment-method identifier and an action column. The identifier is used by the system but is not an entry value for you to edit. The filter row is controlled by **Filter Row** in the **Settings** menu. The form appears when a payment method is selected. | What you see | What it is for | |---|---| | **Name** | The payment method's name. | | **Code** | The payment method's code. | | **Filter Row** | Shows or hides the grid filter row. | | **OK** | Confirms the open entry dialog. | | **Table Layout** | Header control beside **Settings**. | | `PaymentMethodID` | A hidden identifier, not an editable value. | | Sibling reference-list labels | Destinations for other configuration lists, including **Units**, **Delivery Terms**, **Lost Reasons**, **Regret Reasons**, **Cancellation Reasons**, and **Order Cancellation Reasons**. | When the import branch is opened, the shared popup contains a file control. The **Import** menu item is permission-controlled. To edit an existing row, use the action control at the end of that row. The visible columns are **Name** and **Code**. No additional column chooser is available. ![Look for the New Payment Method dialog and its required **Name** and **Code** fields.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e1847c16caa1077f87937271385f5a94.png) ## Add or edit a payment method Use the form to maintain the **Name** and **Code** values for an entry. **Prerequisites** - You have permission to add or edit payment methods. - For an edit, you have an existing row selected. **Steps** 1. Choose the action that matches your task. | Task | Action | |---|---| | Add an entry | Select **New**. | | Edit an entry | In an existing row, select the edit control in the action column. | 2. Confirm that the **Name** and **Code** fields are present in the **New Payment Method** dialog. 3. Enter the payment method name in **Name**. 4. Enter the payment method code in **Code**. 5. Confirm the dialog, then choose the outcome you want. | If you want to… | Select… | |---|---| | Submit the entry | **OK**, then **Save**. | | Close without saving | **OK**, then **Cancel**. | ![Look for the New Payment Method dialog, the required **Name** and **Code** fields, and **OK**.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ec218b4f56dde3deed7d32b6f8cd9185.png) **Result:** The entry form closes after the save action, and a successful save produces the message `Data saved Successfully`. ## Handle delete, filter, import, and export branches These branches change what you can do from the list: deletion acts on a selected row, filtering changes the list view, and export opens a separate list-format dialog. ### Delete an entry **Prerequisites** - You have permission to delete payment methods. - You have identified the row to remove. **Steps** 1. Open the row's delete menu. 2. Read the confirmation message `Are you sure you want to delete this item?`. 3. Choose the result you want. | If you want to… | Select… | |---|---| | Keep the row | **Cancel** | | Remove the row | **Delete** | **Result:** The row remains when you select **Cancel**; a successful deletion produces `Data Deleted Successfully`. ### Filter or export the list **Prerequisites** - You are on the Payment Methods list. - You have permission for the action you choose. **Steps** 1. Select **Settings**. 2. Choose one option from this table. | If you want to… | Select… | What appears | |---|---|---| | Show or hide the grid filter row | **Filter Row** | The filter row changes visibility. | | Open the export choices | **Export** | The **Exporting List:** dialog opens. | | Leave the export dialog | **Cancel** | The dialog closes. | | Run the displayed export choice | **Export** | The export action runs. | 3. In the **Exporting List:** dialog, select **Export to Excel** when that option is displayed. 4. Select **Cancel** to leave the dialog without running the displayed export choice. ![Look for the Exporting List dialog and its Export to Excel, Cancel, and Export controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f1817010ebfac280d4cd17b1df32e51d.png) **Result:** The filter row is shown or hidden, or the export dialog closes after you leave it. The **Import** item is available only when import permission allows it. ## When maintenance goes wrong Use the message text to identify what happened after a list action. | What you see | When it appears | What to do | |---|---|---| | `Data saved Successfully` | After a successful save. | Check the list for the maintained entry. | | `Data Deleted Successfully` | After a successful deletion. | Check that the row is no longer in the list. | | `Updated around a minute ago` | When the refresh tooltip calculates about one minute since the last refresh. | Select **Refresh** when you need the list refreshed. | | `Updated minutes ago` | When the refresh tooltip calculates more than one minute since the last refresh. | Select **Refresh** when you need the list refreshed. | The availability of **New**, edit, delete, **Export**, and **Import** depends on the corresponding permission. The entry form is available when a payment method is selected. Required markers on **Name** and **Code** appear in the opened form. ## After maintaining payment methods The Payment Methods page remains the place to check the list after a maintenance action. **Prerequisites** - You have completed or stopped the action you started. **Steps** 1. Select **Refresh** to reload the list. 2. Check the **Name** and **Code** columns for the entry you maintained. 3. Choose the sibling list that matches your next task: | If you need to maintain… | Continue to… | |---|---| | Units | [Units](doc:configuration-sales-item-units) | | Delivery terms | [Delivery Terms](doc:configuration-sales-delivery-terms) | | Guarantee types | [Guarantee Types](doc:configuration-sales-requested-guarantee) | | Lost reasons | [Lost Reasons](doc:configuration-sales-lost-reasons) | | Regret reasons | [Regret Reasons](doc:configuration-sales-regret-reasons) | | Cancellation reasons | [Cancellation Reasons](doc:configuration-sales-cancellation-reasons) | | Order cancellation reasons | [Order Cancellation Reasons](doc:configuration-sales-order-cancellation-reasons) | **Result:** The list is refreshed, and you can continue with the next reference-list task.