Difference between revisions of "Payment methods"
From Protemos Wiki
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| − | Go to '''Settings | + | Go to '''Settings → Payment methods''': |
[[file:Payment_methods_menu.png|border|200px]] | [[file:Payment_methods_menu.png|border|200px]] | ||
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You can enter many payment methods: Skrill, Paypal, wire transfer, etc. | 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]] | [[file:Payment methods buttons.png|border|1000px]] | ||
| − | *<U>[[Create 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|''' | + | *"<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|''' | + | *"<U>[[Update payment method|'''Update''']]</U>" — opens the page where you can renew payment method details. |
| − | *'''"Disable"''' | + | *'''"Disable"''' — disables the payment method. |
| − | *'''"Delete"''' | + | *'''"Delete"''' — deletes the payment method. |
| − | <span style="color: | + | <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. | But you can disable them in case these payment methods are no longer needed. | ||
Revision as of 15:09, 30 August 2022
Payment methods page: http://cloud.protemos.com/account-payment-method/index
Go to Settings → Payment methods:
Enter your payment details here so the clients can pay you.
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:
- "Add payment method" — opens the page where you can create a new payment method.
- "Change default settings" — 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.
- "Update" — opens the page where you can renew payment method details.
- "Disable" — disables the payment method.
- "Delete" — deletes the payment method.
Note: 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.
