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Learn how you can configure Payment Methods |
What does this section cover?
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What are Payment Methods?
A payment method is used to determine the way that customers chose to pay for services or physical goods. Payment Method is defined during the creation of the payment.
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
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General |
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Create |
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Edit |
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Delete |
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Payment Methods attributes
Name | Description |
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Name* | The name of the payment method |
Alternative Code* | The alternative code of the payment method. It should be mandatory and unique. On creating a new payment method it should default to the first letter of each word included in the name (in Capitals), if nothing else is specified |
Description | The description of the payment method |
Defining your own Payment Methods tailored to your company's needs
- Navigate to CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP PAYMENT METHODS
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide information for the following fields
- Name
- Alternative Code
- Description
- From the Top Menu click on SAVE
LOG INFORMATION
Include Page Log Information - Global Log Information - Global
Deleting Payment Methods
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