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How to add Payment Methods

This article explains how to create and manage Payment Methods(for billing) and link them to the correct Asset ledgers.

📍 Navigation Path

Control Panel → Finances → Payment Methods

➕ Adding a Payment Method

  1. Click + Add

  2. Enter the Payment Method name

  3. Link the method to the correct Asset Ledger

  4. (If applicable) enable Cheque Payment

  5. Click Submit

🧾 Cheque Payment Behavior

When Cheque Payment is enabled, the following fields become mandatory during invoicing:

  • Cheque Number

  • Bank

  • Cheque Date

✏️ Editing a Payment Method

  • Open the row menu

  • Update the linked Asset Ledger

  • Save changes

🗑️ Deleting a Payment Method

  • Use the row menu → Delete

📊 List View as a Report

The Payment Methods list supports:

  • Search-as-you-type (top-right)

  • Export to Excel (top-left)

  • Print PDF (top-left)

📝 Notes

  • Each payment method must be linked to an Asset account

  • Cheque behavior is controlled entirely by the toggle