How to Manage Invoice Payment Modes?

How to Manage Invoice Payment Modes?

Zuper allows you to create multiple payment modes which can be chosen during the invoice payment process. 

Creating Invoice Payment Mode

  1. Select the "Settings" icon in the Menu.
  2. Under the "Configuration Settings" category, select "Quotes & Invoice".
  3. In the "Quotes & Invoice" page, select "Payment Modes".
  4. Click on the "New Payment Mode" button.
  5. Enter the name of the payment mode in the "Payment Mode Name" field. 
  6. Select the type of payment (online/offline) in the "Type" drop-down.
  7. Enter the description of the payment mode in the "Description" field. 
  8. Now click on "Save Payment Mode".

Editing Invoice Payment Mode

  1. Click on the "Edit"(pencil icon) next to the payment mode to be edited.
  2. \
  3. It will prompt the "Update Payment Mode" window.
  4. Make the required changes, and click on "Update Payment Mode".


Deleting Invoice Payment Mode

  1. Click on the "Delete" icon next to the payment mode to be edited.
  2. It will prompt the "Delete Payment Mode" window.
  3. Click on "Delete Payment Mode" to confirm your action.


Note: Deleting a payment mode will not affect the status of old invoices which have used the payment mode. 

 

 

 

 

 

 

 

 

 

 

 

 

 


    • Related Articles

    • How to access and manage your AR invoice details in the Zuper web app?

      The Invoice details page lets you view the complete information of the invoice and all its associated records in a single place. From the invoice listing page, you can click any one of the Invoice No. to go to the invoice details page. Navigation: ...

    • How to create a new AR (Account Receivable) invoice in the Zuper web app

      An invoice is an accounting document that a field service business sends to its clients to request payment for the services rendered. Navigation: Accounting --> Invoices --> + New Invoice 1. Select the “Invoices” icon from the left navigation menu ...

    • How to manage all payment transactions?

      Navigation:  Accounting --> Payments The payment reconciliation is managed easily under a single page, and it helps to track the record payment history of all the transactions.  1. Under the "Accounting" module, select the "Payments" module from the ...

    • How to navigate and manage your AR invoice listing page in the Zuper web app?

      An invoice is a document for the parts & services rendered by your business. Zuper enables you to manage the complete lifecycle of invoicing including sending to your clients, receiving payments, etc,. Navigation: Invoices -> Invoice Listing Page ...

    • How to manage accounts receivable

      Accounts Receivable (AR) represents the money owed to your business by customers for goods or services delivered but not yet paid for. With Zuper, you can now efficiently track and manage your accounts receivable by gaining clear visibility into ...