Invoice payment method

The invoice payment method allows you to predefine the type(s) of invoices and payment method(s) that you accept. The text that you enter in the admin module will appear as a drop-down menu in the invoice type and payment method fields on the invoice.

  1. To create a new invoice payment method, click Admin → Server Administration → Acquisitions → Invoice Payment Method.
  2. Click New Invoice Payment Method.
  3. Create a code for the invoice payment method. No limits exist on the number of characters that can be entered in this field.
  4. Create a name for the invoice payment method. No limits exist on the number of characters that can be entered in this field. The text in this field appears in the drop-down menu on the invoice.
  5. Click Save.

Payment methods can be deleted from this screen.