How to add or edit Payment Methods

How to Add or Edit Payment Methods

Workshop Software gives you the ability to create your own payment methods for use when processing payment against a customer invoice.

To add payment methods;

1. Click on 'Settings' from the menu options on the left hand side of the page and then click on 'Company Lists'

2.  Under the blue Payment Methods menu bar click on the green '+' icon to add a new payment method;

3.  Enter the new payment method and click on the green Save icon to save the new method;

To Delete/remove a payment method;

1. Click on the red rubbish bin icon to the left of the Payment Method, this will delete it from your list;