SMS APP: Customer Payment Methods

Modified on Mon, 24 Mar at 8:13 AM

In this section of the SMS App you are able to set up and store all of the various ways customers are able to pay for their services whether it is check, debit, credit ...etc. 


You will find Customer Payment Methods Tab under the Options Tab in the SMS app. 


At the top of the screen there is an add button which allows you to add payment methods to use when its time for customers to pay their invoice. Clicking the add button will bring up a new window.


On this window you will be able to type in the name of the payment method and select whether it is credit or another form of payment. 


Press the Save and Close button to finalize your selection and it will be added to the master list. 



The Pencil icon allows you to edit your customer payment methods and the icon next to the pencil allow you to archive that customer payment method. 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article