What does this section cover?
What are Payment Methods?
Payment Methods is a set ......
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| General | |||
| Create | |||
| Edit | |||
| Delete |
Payment Methods attributes
Name | Description |
|---|---|
| Number | An auto generated number |
| Name* | ... |
| Alternative code* | ... |
Defining your own Payment Methods tailored to your company's needs
- Navigate to PATH
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
LOG INFORMATION
- Unable to render {include} The included page could not be found.
- From the Top Menu click on Save
Deleting Payment Methods
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Visit /wiki/spaces/WIP/pages/10010220 Payment Methods for business examples related to
Related Areas
-
Configuring Rejection Reasons — Learn to configure Rejection Reasons
-
Configuring Financial Transaction Types — Learn to configure Financial Transaction Types
-
Configuring Payment Methods — Learn to configure Payment Methods
-
Understanding the Allocation Principles — Discover available Allocation Principles, their behaviour and how they can be configured
-
Handling Invoice Due Dates — Find out how the Invoice Due Date is calculated
-
Paying an invoice using Quick Pay — Find out how you can use Quick Pay to quickly pay off invoices
-
Configuring Financial Transaction Categories — Learn to configure Financial Transaction Categories
-
Managing Financial Transactions — Learn to work with Financial Transactions
-
Configuring Financial Transactions Definitions — Learn to configure the Financial Transactions Business Definitions that determine the overall behaviour of Financial Transactions
-
Creating and Sending Invoice Cancellation Details Printout — Learn to create and send an Invoice Cancellation Details Printout
-
Creating and Sending Invoice Details Printout — Learn to create and send an Invoice Details Printout
-
Creating and Sending Credit Note Details Printout — Learn to create and send a Credit Note Details Printout
-
Understanding Financial Transactions — Understand the usage of Financial Transactions within CRM.COM
-
R9 - Cancelling Invoices — Find out about Invoice Cancellation used when you want to cancel a posted invoice
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