Payment Methods

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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).

File:PM 3.png


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.

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Where used

The Payment Methods drop-down list is used for the options in the "Payment Method" field on org/person Details screens.

File:PM 6.png


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)