Accurate recording of payment methods is essential for financial integrity and success. It ensures that financial statements are reliable, maintains compliance with regulations, and enables precise tax reporting. By recording all payment methods currently in use, you facilitate both manual and online payments, covering all required forms of transactions.
View Setting
➡️ Profile icon > Settings > Finance > Payment methods > View
Add a Payment Method
➡️ Payment method
Type name
Click Add payment method
Managing Payment Methods
Edit a Payment Method
➡️ Edit > Amend > Save
Delete a Payment Method
➡️ Delete > Type 'delete' > Delete