How do I Customize Payment Methods in Receivables App?

Customer Payments App payment method provides you a set of standard payment outlets for your customer payments. Apart from that, you can add your own payment method if you would like.

Steps to Customize Payment Methods

1. Log in and access Customer Payments App from your Universal Navigation menu bar.
2. Click on “More -> Settings” icon located at the App header bar.
   
3. You will be redirected to the Settings page. Click on “Payments -> Payment Methods” from the Left Navigation panel.
4. Default payment methods include Cash, Wire Transfer, Paypal, Authorize.Net, Zipmark, Stripe, Check and Credit note.
   
5. Click on “Create” button and specify:
   • Name
   • Description
   • Upload Logo
     
     
     
6. Click on “Create” button to complete.
7. You can also update payment method information by clicking on “Edit” icon, if needed.
   
   
   

Related Links 

• Create message templates
  
• Create custom attributes
  
• Customize left panel views