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

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:

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.