Difference between revisions of "Create payment method for vendor"

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Go to a vendor profile, select the '''Payment methods''' tab, and click '''"Add payment method"''':
 
Go to a vendor profile, select the '''Payment methods''' tab, and click '''"Add payment method"''':
  
[[File:2020-07-17 102413.png|border|1100px]]
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[[File:Payment methods tab - add payment method.png|border|1070px]]
  
It will display the '''New payment method''' page where you can enter a new payment method:
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Select the needed payment method type from the drop-down list, and the system will bring you to the '''New payment method''' page where you can enter the payment method details:
  
[[file:New vendor payment method.png|border|900px]]
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[[File:New payment method page.3.png|border|1070px]]
  
There are several payment types:
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There are several payment method types:
  
*'''Custom'''—if you select it, you can enter any info into the description field.
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*'''Bank transfer''' — if you select it, you have to enter the vendor's bank account data.
  
*'''PayPal/Skrill'''—if you select it, you have to enter ID of the vendor in the corresponding payment system.
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*'''PayPal/Skrill''' — if you select it, you have to enter the ID of the vendor in the corresponding payment system.
  
*'''SWIFT'''—you may use it to fill bank details for SWIFT transfers.
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*'''Other''' — if you select it, you can enter any info into the description field.
  
 
This info will be used in vendor invoices generated by the system.
 
This info will be used in vendor invoices generated by the system.

Latest revision as of 16:08, 31 October 2022

Go to a vendor profile, select the Payment methods tab, and click "Add payment method":

Payment methods tab - add payment method.png

Select the needed payment method type from the drop-down list, and the system will bring you to the New payment method page where you can enter the payment method details:

New payment method page.3.png

There are several payment method types:

  • Bank transfer — if you select it, you have to enter the vendor's bank account data.
  • PayPal/Skrill — if you select it, you have to enter the ID of the vendor in the corresponding payment system.
  • Other — if you select it, you can enter any info into the description field.

This info will be used in vendor invoices generated by the system.