Payment Methods

Add or edit a payment method for use within AR Workflow.

This article covers adding and editing payment methods used within AR Workflow.

Add a Payment Method

1. Navigate to the Invoices tab.

2. Go to Invoice Settings.

3. Navigate to the Payment Methods tab.

4. Click the + Create Payment Method button.

5. Type the Name of the Payment Method.

6. If the Payment Method is a credit card, click the This is a credit card checkbox.

 

7. Once done, click Save.

Edit a Payment Method

1. From the Invoice Settings tab, select Payment Methods.

2. In the ACTION column, click the three-dots icon and choose Make Inactive.

3. Click  Make Inactive.