Use the New Payment Method section of Financial Setup to add a new payment method to an account.
Field | Description |
---|---|
Payment type | Select the payment type. The payment type determines the other fields that display.
Enter the details for the payment type. |
Contact area | Enter the contact information, or select Use name and billing address from primary contact.
For email delivery invoices, a street address is also required. |
Bill unit assignment | Select to assign this payment method to one or more bill units.
If you assign a payment method to a bill unit that has already been assigned a payment method, that previous method is automatically unassigned. |