Creating Payment Methods

Adding new or editing current payment methods is a really simple process to follow.

Step 1

From the menu sidebar, select "Settings" and then "Payment Methods" under the heading of "Appts & Financials"

This will open the Payment Methods screen. You will see all of your current  payment methods. These can be reordered, made inactive or edited.

Step 2

Creating new payment methods is done simply by clicking the "Add Payment Method" button on the upper right hand of the screen. This will open a new screen which will give you a free type box to input your new payment method. Make sure to click save.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us