Payment Methods
The Payment Methods page stores reusable ways for clients to pay you — for example a business bank account or a PayPal address. You define them once, then attach them to quotes and invoices.
Actions
- Add payment method — create a new method
- Search — find a method by name, details, or type
- Filter — toggle the Active / Inactive badges
- View (eye icon) — read-only details
- Edit (pencil icon) — change a method
- Delete (trash icon) — remove a method (asks for confirmation)
Creating a payment method
Click Add payment method and fill in:
- Name (required) — a label you'll recognize, e.g. "Bank transfer (business)"
- Details (optional) — free text such as an IBAN or account number
- Type (required) — one of Bank transfer, PayPal, Check, Cash, or Other (defaults to Bank transfer)
Statuses
| Status | Meaning |
|---|---|
| Active | Selectable on new quotes and invoices |
| Inactive | Hidden from new documents, kept for history |
First use
With no methods yet, the page shows "No payment methods yet." and an Add payment method button. Once you have at least one client and one payment method, you're ready to create a quote.