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. | |
| − | <span style="color:orange">'''Note:'''</span> You cannot delete payment methods that you have already used in the system. | + | =='''Change default payment method'''== |
| + | |||
| + | 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 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:
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.
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.
