Financial Setup Edit Payment Method Section

Use the Edit Payment Method section to change an existing payment method.

Field Description
Payment type area The payment type determines the fields that display. Enter the changed values for the payment type.

For credit card payments: if you need to change more than the expiration date, you must add a payment method. See "Adding a Payment Method".

Contact area Enter the contact information, or select Use name and billing address from primary contact.

For invoice payments that use email for delivery, the street address information is also required.

Bill unit assignment Select to assign or unassign the 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.


Related Tasks

Adding a Payment Method