Adding a new payment method
Before going to the steps for how to add payment method let us have an example - I want to add my syndicate bank account detail
Account number: 30002010108841
IFSC Code: SYNB0003011
Address: Agapura Sitaram Bagh Hyderabad 500001
Steps to be followed to add the payment method :
Navigate to Dashboard.
Select the Setting option from the menu.
Choose Payment Methods from the Customer management settings.
Scroll down and select Add payment method.
Name: Enter the name of the payment method. Example- Bank Transfer - RTGS, IMPS, NEFT.
Description: Here you can mention the details required for the offline payment method. For example - If it is a bank transfer so in the description you can mention details of the account number, IFSC code, Address, and Contact number.
Enable: You can mark this toggle on before saving the payment method so that it can be made available for your customer to pay the invoice.
Select by default to invoices: You can mark this toggle on so that the enabled payment method is set by default for all the invoices you are creating.
Record: Click on a record to save the payment method.
If you have any query you can reach out to Clientjoy support at [email protected]