Difference between revisions of "Vendor view page, Payment methods tab"

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(→‎Add payment method)
 
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On this page you can create, update and change payment methods for the vendor:
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On this page, you can add payment methods, update, disable or delete the existing ones and select a default payment method for the vendor:
  
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[[file:Vendor payment method tab.png|border|1100px]]
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[[File:Payment methods tab.png|border|1070px]]
  
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To create a new payment method for your vendor, press the '''"Add payment method"''' button, and it will bring you to the '''<u>[[Create payment method for vendor|New payment method]]</u>''' page.
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=='''Add payment method'''==
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To create a new payment method for your vendor, click the '''"Add payment method"''' button:
  
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The first created vendor payment method becomes the default one. You may change it by pressing the '''"Change default settings"''' button.  
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[[File:Payment methods tab - add payment method.png|border|1070px]]
  
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It will open the '''<u>[[Change vendor default settings|Change default settings]]</u>''' page.
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Select the payment method type, and it will bring you to the '''<u>[[Create payment method for vendor|New payment method]]</u>''' page.
  
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To disable, update or delete a payment method, please press the corresponding buttons.
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=='''Change default payment method'''==
  
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<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).'' 
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You may change a default payment method by clicking the '''"Change default payment method"''' button:
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[[File:Payment methods tab - change default payment method.png|border|1070px]]
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It will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page. Select the needed payment method and click '''"Update"''':
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[[File:Change vendor default payment method+.png|border|1070px]]
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<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.
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=='''Update, disable or delete payment method'''==
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*To update, disable or delete the existing payment method, click the corresponding buttons.
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<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'''==
  
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*'''General info''' - view and edit vendor info and payment conditions.
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*'''General info''' — view and edit vendor info and payment conditions.
  
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*'''Contact persons''' - the list of vendor’s contact persons (available if the vendor is a '''Company''').
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*'''Contact persons''' — the list of vendor’s contact persons (available if the vendor is a '''Company''').
  
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*'''Prices''' - the list of prices agreed with the vendor.
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*'''Prices''' — the list of prices agreed with the vendor.
  
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*'''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.
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*'''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.
  
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*'''Documents''' - intended for storing any documents related to the vendor.
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*'''Documents''' — intended for storing any documents related to the vendor.
  
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*'''Availability chart''' - here you can see the chart and list of all active jobs assigned to the vendor.
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*'''Availability chart''' — here you can see the chart and list of all active jobs assigned to the vendor.

Latest revision as of 08:35, 30 June 2026

On this page, you can add payment methods, update, disable or delete the existing ones and select a default payment method for the vendor:

Payment methods tab.png

Add payment method

To create a new payment method for your vendor, click the "Add payment method" button:

Payment methods tab - add payment method.png

Select the payment method type, and it will bring you to the New payment method page.

Change default payment method

You may change a default payment method by clicking the "Change default payment method" button:

Payment methods tab - change default payment method.png

It will open the Change settings page. Select the needed payment method and click "Update":

Change vendor default payment method+.png

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.
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