Invoice Software Manual

05. Manage Payment Methods

You can track payment methods using the Payment Methods screen: Select the Payment Methods from the Module List on the left-side of the Screen: The Payment Method grid will be displayed. The purpose of this screen is to Add, Modify, Delete or Search for a Payment Method.

1. To Add a new payment method, click the Add button (the button with the Plus sign on it). A popup will appear where you can enter a Payment Method Name. Then press the OK button to save the record.



2. To Modify an existing payment method, select the record in the grid and press the Modify button (the button with the Pen on it). The Payment Method popup will appear where you can modify the Payment Method Name. Then press the OK button to save changes.



3. To Delete a payment method, select the record in the grid and press the Delete button (the button with the X on it). If the Payment Method has dependencies, you will not be able to delete it. Otherwise, you will have to confirm and the record will be deleted.



4. To Search for a payment method, press the Find button (the button with the Magnifying Glass on it). The Search popup will appear where you can enter a criteria and press the Search button: If no criteria is entered, all the records will be returned. Select a record in the grid and press the OK button. Then, the Payment Method grid will be populated with the new criteria and the selected record will be high-lighted. For more info on how to do a search, refer to 14. Tips and Techniques.

Any changes in the records will be reflected in the Payment Method grid.

Other useful links:

01. All-in-One Invoice Software
02. Getting started
03. Setting Up for Multiple Users
04. Adding Items
05. Manage Payment Methods
06. Managing Customer Information
07. Creating Invoices
08. Managing Customer Payments
09. Manage Shipping
10. Reports
11. Export Data to CSV
12. Backup Database
13. Reset Sales
14. Tips and Techniques