Billing Methods Tutorials

Billing methods (e.g. EFT, debit order, cash) are a lookup list used for both customers and suppliers (see Billing Methods).

💡These tutorials explain how to create, edit and delete billing methods.

How to Create a Billing Method#

1. Navigate to Edit Billing Methods.
2. Click Add/Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Fill in the details as follows:
   1. Code = Enter an abbreviation for the billing method (e.g. EFT).
   2. Description = Enter a description for the billing method (e.g. Electronic Funds Transfer).
5. Click Save (button).
6. Close the popup with the X in the corner.

How to Edit a Billing Method#

1. Navigate to Edit Billing Methods.
2. Click Add/Edit (button).
3. Click any field and edit the text.
4. Click Save (button).
5. Close the popup with the X in the corner.

How to Delete a Billing Method#

1. Navigate to Edit Billing Methods.
2. Right-click the entry you want to delete and select Delete.
3. Confirm the deletion on the popup.