Difference between revisions of "Vendor view page, Payment methods tab"
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[[File:Payment methods tab.png|border|1070px]] | [[File:Payment methods tab.png|border|1070px]] | ||
| − | + | =='''Add payment method'''== | |
| + | To create a new payment method for your vendor, click the '''"Add payment method"''' button: | ||
| − | + | [[File:Payment methods tab - add payment method.png|border|1070px]] | |
| − | + | Select the payment method type, and it will bring you to the '''<u>[[Create payment method for vendor|New payment method]]</u>''' page. The first created payment method automatically becomes the default one. | |
| − | + | =='''Change default payment method'''== | |
| − | <span style="color:orange">'''Note:'''</span> You cannot delete payment methods that you have already used in the system. | + | You may change a default payment method by clicking the '''"Change default payment method"''' button: |
| + | |||
| + | [[File:Payment methods tab - change default payment method.png|border|1070px]] | ||
| + | |||
| + | It will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page. Select the needed payment method and click '''"Update"''': | ||
| + | |||
| + | [[File:Change vendor default payment method+.png|border|1070px]] | ||
| + | |||
| + | <span style="color:orange">'''Note:'''</span> If the default payment method is not specified, it will not be possible to issue invoices for the vendor. | ||
| + | |||
| + | =='''Update, disable or delete payment method'''== | ||
| + | |||
| + | *To update, disable or delete the existing payment method, click the corresponding buttons. | ||
| + | |||
| + | <span style="color:orange">'''Note:'''</span> You cannot delete the default payment method and payment methods that you have already used in the system. | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Latest revision as of 16:59, 20 October 2022
On this page, you can add payment methods, update, disable or delete the existing ones and select a default payment method for the vendor:
Contents
Add payment method
To create a new payment method for your vendor, click the "Add payment method" button:
Select the payment method type, and it will bring you to the New payment method page. The first created payment method automatically becomes the default one.
Change default payment method
You may change a default payment method by clicking the "Change default payment method" button:
It will open the Change settings page. Select the needed payment method and click "Update":
Note: If the default payment method is not specified, it will not be possible to issue invoices for the vendor.
Update, disable or delete payment method
- To update, disable or delete the existing payment method, click the corresponding buttons.
Note: You cannot delete the default payment method and payment methods that you have already used in the system.
Other tabs on the page
- General info — view and edit vendor info and payment conditions.
- Contact persons — the list of vendor’s contact persons (available if the vendor is a Company).
- Prices — the list of prices agreed with the vendor.
- Taxes — on this tab, you can create a custom taxes set for this vendor. Here you may also define which taxes set should be applied (whether custom or default one) for this particular vendor.
- Documents — intended for storing any documents related to the vendor.
- Availability chart — here you can see the chart and list of all active jobs assigned to the vendor.
