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How to create and configure a payment method?

Define your payment modes and associated instructions for your clients

Introduction

When creating a payment method, you define the name of the payment method and the associated instructions. This information will be displayed to your customers on quotes and in the DealRoom to indicate how to proceed with payment.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

  1. In the left side menu, click Settings
  2. In the Workspace section, click Payment methods
  3. Click + New payment method or Edit from the contextual menu of an existing payment method

Enter general information

In the Payment method block:

  • Name : Name of the payment method (e.g.: Credit card, Bank transfer) - required
  • Reference : Internal reference to categorize the payment method

Enter payment instructions

The Information field allows you to write the payment instructions that will be displayed to your customers. Use this field to communicate the information required for payment.

Examples of use

  • Bank transfer : Bank details (IBAN, BIC, bank name)
  • Check : Payee and mailing address
  • Direct debit : Instructions for the SEPA mandate
💡 Example : For a bank transfer, you can enter:

Please make your transfer to the following account:
IBAN : FR76 1234 5678 9012 3456 7890 123
BIC : BNPAFRPP
Bank : BNP Paribas

Text formatting

The rich text editor lets you format your instructions:

  • B : Bold
  • I : Italic
  • U : Underline
  • A : Change text color

Set the status

In the right-hand side panel:

  • Status : Active (available in templates) or Inactive
  • API Name : Technical identifier generated automatically
⚠️ Warning : The API Name can only be modified when creating it. Once saved, it can no longer be modified to ensure the stability of your integrations.

Enter external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers to facilitate integrations:

  • CRM ID : Identifier of the payment method in your CRM
  • ERP ID : Identifier in your ERP
  • Accounting ID : Identifier in your accounting software

Save

Once all fields are filled in, click Save at the top right.

Related articles

  • How to manage payment methods?
  • How to manage payment terms?
  • How to create a quote template?