Dental Lab Customer & Production Management

Payment Method Maintenance

Payment Method Maintenance

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Payment Method Maintenance

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Usage: In this section users can define payment methods. This will also allow customers to specify if they would prefer to use cash, credit card, check or other payment methods.

 

Navigation:   File > Global Settings > CRM Lists > Customers > Payment Method

V12 - Customers - Payment Method

Payment Method Maintenance form

hmtoggle_arrow1How to add a new Method record:

1.Click V9 - New and the New Method form will open.                                

2.Enter the new Payment Method name.

3.Click V9 - OK and the new record will be added.
hmtoggle_arrow1How to update a Method record:

1.Select the Payment Method record you wish to update by clicking on it.

2.Click V9 - Modify and the Modify Method form will open.                                

3.Enter the new name in the Payment Method field. 

4.Click V9 - OK and the changes will be saved.
hmtoggle_arrow1How to delete a Method record:

1.Select the Payment Method you wish to delete by clicking on it.

2.Click V9 - Delete

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

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