Set up payment methods
Add a payment method
From the list of payment methods, click on the “Add” button, then enter the name of the payment method and the associated accounting code.
Set your default payment method
The default payment method is symbolized by the gold star. Once you have defined your default payment method, it will be proposed on your purchase and sales documents, unless you have applied a specific payment method to a customer or supplier.
Change a payment method
Click on the line of the desired payment method with your finger or mouse, the modification window opens. You can make the modification then validate.
Mass actions
Mass actions are possible from the list of payment methods:
- Export the list of payment methods to CSV, Excel or PDF formats
- Mass deletion of payment methods
Select the desired items then click on “Mass actions”. The mass action will be performed on the selected lines only.
Displaying and organizing columns
Customize the list of payment methods with the available columns.
- Click on the “Column Management” button
- Click on the “Eye” button to display or hide the desired columns
- Organize the order of the columns by positioning your mouse cursor on the “3 lines” icon
- Click on reset to return to the default display
