Create new payment method
The action button Create new payment method can be found in the right of the toolbar in the Payment methods register. Clicking on this button opens the Payment method information panel for adding a new payment method to the register.
The Doc. Texts register can be accessed from the menu Registers | Payment methods.
On the left, the toolbar lists all the registers as clickable tabs. On the right, you can find a button specifically for the Payment methods register: Create new payment method.
Table of contents
- Toolbar
- Settings
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Toolbar with Registers sub modules and edit buttons.
| Create new payment method |
Open a form to create new payment method. |
| Save |
Save the changes. |
| X(Cancel) |
Disregard changes and close the form. |
Settings to enter or edit payment method.
Active  |
An enabled toggle button shows that payment method is active and shown on all drop-down menus.
An inactive payment method is not shown as an option. |
| ID |
Enter a max 3-character alphanumerical code of the desired payment method. |
| Name |
Payment method name. |
| Method |
Select method of payment from dropdown menu.
Two methods are predefined:
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| Check type |
Select check type from dropdown menu.
Three methods are predefined:
• No check
• Check
• Standing order
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| Icon |
Upload an icon into the space with a Drag and drop option or click in the empty space and a File Explorer window will pop up for selecting your icon file.
You can use image formats: .jpg, .png, .jpeg, etc.
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WARNING
If we want to delete a payment method that we have already used on documents, the program gives us a warning.
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