How do I add or delete a payment mode?

  • Open the Contacts tab and select a customer
  • Click on New Transaction and select Invoice Payment or Bill Payment as required.
  • You can select the payment modes from the Payment Mode drop down. You can also type to add a custom payment mode.
  • To delete a payment mode, 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.
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