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maid4day
Level 1

How do you change the method of payment list .. the one where you chose the customer payment method when accepting payment

 
2 Comments 2
LeithG
Level 7

How do you change the method of payment list .. the one where you chose the customer payment method when accepting payment

Hi maid4day:

 

1. Go to the Invoicing menu

2. Go to the Customers tab

3. Click on the Customer's name in the list

4. Go to the Customer Details tab

5. Click the Edit button in the upper right of that screen

 

Now that you're looking at the customer details, under the Payment and Billing tab you can edit the payment method, adding new ones if needed.

 

Hope this helps!

LeithG
Level 7

How do you change the method of payment list .. the one where you chose the customer payment method when accepting payment

Alternatively:

Go to the Gear Icon, and Under lists, select 'All Lists' then you can go direct to the Payment Methods list from there to edit it.  (The previous process will be needed to assign a payment method to a customer or supplier).

 

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