Payment methods

From Protemos Wiki
Revision as of 11:03, 6 September 2022 by Andrii (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Payment methods page: http://cloud.protemos.com/account-payment-method/index


Go to Settings → Payment methods:

Settings - payment methods+.png

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 payment methods by clicking the corresponding buttons:

Set up payment methods.png

  • "Change default payment method" — it will bring you to the page where you can select the default payment method, define in how many days invoices should be paid, enable or disable an ability to create projects by your clients, and select a default client manager and client invoice manager.
  • "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.