How to manage payment methods?

Introduction

Payment methods define how your customers can pay their invoices: credit card, bank transfer, direct debit, check, etc. They are then associated with your quote templates so that your sales reps can offer suitable payment options.

💡 Not to be confused : payment methods define how to pay (credit card, transfer...), while payment terms define when to pay (Net 30, 60 days...).

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

Access

In the left side menu, click Settings
In the Workspace section, click Payment methods

View the list of payment methods

The screen displays the list of all your payment methods in a table:

Status : Active (green) or Inactive (gray)
Name : Name of the payment method (e.g.: Credit card, Bank transfer)
API Name : Technical identifier for integrations

Search for a payment method

Use the search bar at the top of the screen to filter the list by name.

Navigate the list

At the bottom of the table, you can:

Change the number of rows displayed per page via the Rows per page menu
Navigate between pages using the pagination buttons

Create a new payment method

Click the + New payment method button at the top right
A new page opens to configure your payment method

💡 Tip : See the article « How to create and configure a payment method? » to discover all available configuration options.

Edit a payment method

Locate the payment method to edit in the list
Click the ⋮ menu on the right of the row
Select Edit
Make your changes and then save

Delete a payment method

Locate the payment method to delete in the list
Click the ⋮ menu on the right of the row
Select Delete
Confirm deletion

⚠️ Warning : Before deleting a payment method, make sure it is not used in an active quote template.

How to create and configure a payment method?
How to manage payment terms?
How to create a quote template?