Set up an offline payment method

Create an offline payment method for payments processed outside an online payment provider, such as cash or check. Open Menu > Receivables > Settings.

Before you begin

You need permission to update Receivables settings and an accounting account appropriate for the offline payment method.

To create an offline payment method

1. Open Menu > Receivables > Settings.
2. Select Offline payment methods.
3. Select Create offline payment method.
4. Enter the Name.
5. Select the Type and Account.
6. Select Create.

New offline payment methods are active. To stop using a method for new transactions, open its row actions, select Set as inactive, and select Set as inactive again in the confirmation dialog. Inactive methods remain in the list but are not available for new transactions.