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Books and Quote
How To Setup And Manage Payment 'Paid Method' Categories And Details
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Books Setting’ from the left menu
- Then click on ‘Accounts Setting’ from the middle section and Now, click ‘Paid Through Types’ from the left menu.
- Now, click ‘Add New’ and fill in all the details.
- Once done, click on ‘Add’ from the top right.
These are the categories your business uses to settle internal expenses. Eg. expense approval by your technician for fuel cost.