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The payment methods you offer (cash, EFTPOS, bank transfer, Afterpay and so on) appear whenever you take a payment. This article shows you how to add, rename or hide 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. Scroll down until you see the Payment Method section, click on the arrow key to expand on this section.
3. Click on the '+' icon to add a new payment method
4. Enter the new payment method and click on the green 'Save' icon to save the changes.
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;
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Will this change appear on the printed or emailed invoice?
Yes. Any changes you make to the invoice content in Workshop Software will be reflected on the printed, emailed, or SMS version that your customer receives.
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