Add a payment method

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
1 min read

  1. Go to the Configuration menu → System Values: Basic → Payment Methods.

    Payment Methods.png

  2. Click the Add button on top of the Payment Methods table. You will be directed to the Add Payment Method page.

    PM2.png

  3. From the Payment Type drop-down list, select the appropriate payment type.

To add a new payment type, go to the Configuration menu > System Values: Advanced > Payment Types.

  1. In the Name field, provide a name for the new payment method

  2. Decide whether this method should be Active and thus selectable.

  3. Decide whether this method should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  4. Decide whether this method should be a Default one.

  5. Provide the Account Owner Name and address data of the account owner.

  6. In the Custom Fields tab or other available tabs, provide the required data (the tabs and fields will differ depending on the selected payment type)

  7. Click the Save button.

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