To add a payment method to an account or bill unit:
From the Actions menu, select Financial Setup, and then Payment Methods.
The Payment Method of the Financial Setup dialog box appears.
Click New.
The New Payment Method section appears.
Select Payment type.
Do one of the following:
For Credit Card and Direct Debit, enter the account information.
For Invoice, enter the invoice ID.
Enter the contact information:
For credit card or direct debit, enter the delivery address, or select Use name and billing address from primary contact.
For invoices, select the delivery method, and enter the address (email or street). For a street address, you can select Use name and billing address from primary contact.
Note:
For email delivery invoices, a street address is also required.(Optional) For Bill unit assignment, select one or more bill units to assign the new payment method to.
Note:
If another payment method is assigned to the bill unit, it is automatically unassigned.Click Apply.