Payment methods - Revision history

Andrii at 12:41, 20 September 2025

2025-09-20T12:41:57Z

Andrii at 09:03, 6 September 2022

2022-09-06T09:03:02Z

Andrii at 13:05, 1 September 2022

2022-09-01T13:05:51Z

Andrii at 12:42, 1 September 2022

2022-09-01T12:42:30Z

Andrii at 13:09, 30 August 2022

2022-08-30T13:09:28Z

Artem at 10:40, 7 December 2021

2021-12-07T10:40:23Z

Anatoly.k at 11:34, 3 October 2019

2019-10-03T11:34:42Z

Anatoly.k at 11:31, 3 October 2019

2019-10-03T11:31:49Z

Anatoly.k at 14:38, 2 October 2019

2019-10-02T14:38:44Z

Anatoly.k at 14:28, 2 October 2019

2019-10-02T14:28:26Z

@@ Line 8: / Line 8: @@
 Enter your payment details here so the clients can pay you.
-You can enter many payment methods: Skrill, Paypal, wire transfer, etc.
+You can enter many payment methods: Skrill, PayPal, wire transfer, and custom payment methods.
 Here you may also change the default payment method and terms, update, disable or delete payment methods by clicking the corresponding buttons:

@@ Line 4: / Line 4: @@
 Go to '''Settings → Payment methods''':
-[[file:Payment_methods_menu.png|border|150px]]
+[[File:Settings - payment methods+.png|border|150px]]
 Enter your payment details here so the clients can pay you.

@@ Line 10: / Line 10: @@
 You can enter many payment methods: Skrill, Paypal, wire transfer, etc.
-Here you may also change the default payment method and terms, update, disable or delete them by pressing the corresponding buttons:
+Here you may also change the default payment method and terms, update, disable or delete payment methods by clicking the corresponding buttons:
-[[file:Payment methods buttons.png|border|1000px]]
+[[File:Set up payment methods.png|border|1070px]]
 *"<U>[[Create payment method|'''Add payment method''']]</U>" — opens the page where you can create a new payment method.
-*"<U>[[Change default settings|'''Change default settings''']]</U>" — on this page, you can select the default payment method, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices.
+*"<U>[[Change default payment method|'''Change default payment method''']]</U>" — it will bring you to the page where you can select the default payment method, define in how many days invoices should be paid, enable or disable an ability to create projects by your clients, and select a default client manager and client invoice manager.
 *"<U>[[Update payment method|'''Update''']]</U>" — opens the page where you can renew payment method details.

@@ Line 4: / Line 4: @@
 Go to '''Settings → Payment methods''':
-[[file:Payment_methods_menu.png|border|200px]]
+[[file:Payment_methods_menu.png|border|150px]]
 Enter your payment details here so the clients can pay you.

@@ Line 2: / Line 2: @@
 ----
-Go to '''Settings=>Payment methods''':
+Go to '''Settings → Payment methods''':
 [[file:Payment_methods_menu.png|border|200px]]
@@ Line 10: / Line 10: @@
 You can enter many payment methods: Skrill, Paypal, wire transfer, etc.
-Here you may also change the default payment method and terms, update, disable or delete them by pressing corresponding buttons:
+Here you may also change the default payment method and terms, update, disable or delete them by pressing the corresponding buttons:
 [[file:Payment methods buttons.png|border|1000px]]
-*<U>[[Create payment method|'''"Add payment method"''']]</U>—opens the page where you can create a new payment method.
+*"<U>[[Create payment method|'''Add payment method''']]</U>" — opens the page where you can create a new payment method.
-*<U>[[Change default settings|'''"Change default settings"''']]</U>—on this page you can select the default payment method, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices.
+*"<U>[[Change default settings|'''Change default settings''']]</U>" — on this page, you can select the default payment method, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices.
-*<U>[[Update payment method|'''"Update"''']]</U>—opens the page where you can renew payment method details.
+*"<U>[[Update payment method|'''Update''']]</U>" — opens the page where you can renew payment method details.
-*'''"Disable"'''—disables the payment method.
+*'''"Disable"''' — disables the payment method.
-*'''"Delete"'''—deletes the payment method.
+*'''"Delete"''' — deletes the payment method.
-<span style="color:red">'''Note''':</span> You can’t delete payment methods that you have already used in the system ''("Yes" in the "Іn use" column and no the "Delete" button).
+<span style="color:orange">'''Note''':</span> You can’t delete payment methods that you have already used in the system ''("Yes" in the "Іn use" column and no the "Delete" button).
 But you can disable them in case these payment methods are no longer needed.

@@ Line 14: / Line 14: @@
 [[file:Payment methods buttons.png|border|1000px]]
-*<U>[[Create payment method|'''"Add payment method"''']]</U>  - opens the page where you can create a new payment method.
+*<U>[[Create payment method|'''"Add payment method"''']]</U>—opens the page where you can create a new payment method.
-*<U>[[Change default settings|'''"Change default settings"''']]</U>  - on this page you can select the default payment method, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices.
+*<U>[[Change default settings|'''"Change default settings"''']]</U>—on this page you can select the default payment method, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices.
-*<U>[[Payment method update|'''"Update"''']]</U> - opens the page where you can renew payment method details.
+*<U>[[Payment method update|'''"Update"''']]</U>—opens the page where you can renew payment method details.
-*'''"Disable"''' - disables the payment method.
+*'''"Disable"'''—disables the payment method.
-*'''"Delete"''' - deletes the payment method.
+*'''"Delete"'''—deletes the payment method.
 <span style="color:red">'''Note''': You can’t delete payment methods, that you have already used in the system ''("Yes" in the column "Іn use" and no the "Delete" button).''
 <span style="color:red"> But you can disable them in case these payment methods are no longer needed.</span>