---
title: How to add Payment Methods
description: This article explains how to create and manage Payment Methods(for billing) and link them to the correct Asset ledgers.
---

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December 26, 2025

# 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

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