Payment Methods — Configurations › General Settings › Payment Methods
Overview
Payment Methods is the list used to review and maintain the payment method records available in the business. Sales, purchasing, warehouse, and finance users can use this page to find an existing method, begin a new method entry, export the displayed list, or attach supporting files. Use it when you need to verify the name or code of a payment method before processing related business transactions.
Note: The list displays payment method records by Name and Code.
Workflow
Open Payment Methods from Configurations > General Settings > Payment Methods. Review the available payment method records in the list.
Payment Methods — Configurations › General Settings › Payment Methods
OK
Decide whether you need an existing record or a new one:
To locate an existing method, enter a name or code in Search, then select Apply filter to update the displayed list.
To begin entering a payment method that is not already listed, select New.
Payment Methods — Configurations › General Settings › Payment Methods
OK
Tip: Search by the most distinctive part of the payment method name or code to reduce the number of displayed records.
When you have started a new entry, complete the information presented in the entry window. Select Ok when it is available to confirm the entry, or select Cancel to leave without proceeding.
Decide whether you need to distribute or retain supporting information:
Select Export to export the currently displayed payment method list.
Select Attach, or drop a file in or Drop a file here, to add a supporting file.
Select Tickets when you need to access the available ticket action for the payment method page.
Warning: Apply the required search criteria before selecting Export so that the exported content reflects the records you intend to use.
Examples
A finance user needs to verify the payment method for a transaction that must be paid against shipping documents.
Open Payment Methods from Configurations > General Settings > Payment Methods.
Enter CAD in Search and select Apply filter.
Confirm that the filtered list shows the payment method with the name Cash Against Documents and the code CAD.
If a copy of the filtered result is required for review, select Export.
If supporting documentation must be retained with the page, select Attach or use or Drop a file here to add the file.
Tips
Tip: Use Cancel when you decide not to continue with a new payment method entry.
Note: Use Export after filtering when you require a focused list rather than all displayed payment methods.
Troubleshooting
Symptom: The required payment method is not visible. Likely cause: The list is not filtered for the relevant name or code. Fix: Enter the available name or code in Search and select Apply filter.
Symptom: The list remains too broad after searching. Likely cause: The search text is too general. Fix: Search using a more specific name or code value, then select Apply filter again.
Symptom: A file was not added as intended. Likely cause: The attachment action was cancelled or the file was not dropped in the upload area. Fix: Select Attach again, or place the file in or Drop a file here.
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