How To Setup And Manage Payment Methods Categories

  1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
  2. Now, click on ‘Books Setting’ from the left menu
  3. Then click on ‘Accounts Setting’ from the middle section and Now, click ‘Payment Method’ from the left menu.
  4. Now, click ‘Add New’ and fill in all the details. 
  5. Once done, click on ‘Add’ from the top right.

These details define the payment methods your business uses to receive funds for invoice settlement.