Zoho Invoice

FAQ

How to do I add or delete a payment mode?

Create credit note

To set a payment mode, kindly follow the below mentioned steps:

  • Open the Contacts tab and select a customer
  • Click on New Transaction and select Invoice Payment.
  • You can select the payment modes from the Payment Mode drop down. You can also add your own payment mode by clicking +Configure Payment Mode.

To delete a payment mode, kindly follow the below mentioned steps:

  • Click on the Payment Mode drop down and select +Configure Payment Mode.
  • Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode.
  • Click on Save.

New payment

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