Add New Payment Mode | Create Payment Mode (cash, cheque, Card or custom)
- Click SETUP, located on the sidebar menu (left-hand side of the screen).
- Click Finance menu.
- Select Payment Modes option.
- Click New Payment Mode button.
- Enter Payment Mode Name (e.g. Bank’s Name), and Description (account details).
- Check/Uncheck:
Active – to make this payment mode activated/de-activated
Show Description/Details on Invoice PDF – to show/hide details on the bottom of PDF documents
Selected by default on invoice – to make this payment mode always selected when creating new InvoiceOptionally, you can assign this payment mode to Invoices or Expenses only.
- Click Save button.
