Payment Methods
Location in standard build: Settings Cog > Orgs & People K-Z > Payment Methods
Also available through: Settings Cog > Invoicing > Payment Methods
The list of Payment Methods is used for the Payment Method field on org/people Details screens.
Setting up Payment Methods
Click on the menu item to see the Payment Methods set up on the system, if there are any. Click on "Enter New Method" to create one (or click an existing one to edit it).
You can now enter the following information:
- Payment Method Name
- Active? - whether this method is available on the system or not
Click "Save Details" when you have entered the information.
Where used
The Payment Methods drop-down list is used for the options in the "Payment Method" field on org/person Details screens.
As well as being available for reporting (see below), the Payment Method set for an org/person can be used:
- To filter the Pre-Invoice List (i.e. to tell the system to "only produce invoices for this/these Payment Methods")
Reporting outputs
Data entered in the Payment Method field is available:
- in Data Extractions, both as a selection criteria and as a column to be added to an output spreadsheet
Rob Kay - manual author (talk) 12:20, 29 April 2015 (BST)
