The payment method can be recorded when payments are added to an invoice in MagManager, they can also be set as a reference on the details tab of the client record.
Steps to add payment methods
Step 1 - Go to the main Settings Page.
Step 2 - Under the Accounts > Select Payment Methods.
A list of default payment methods will be displayed.
Step 3 - Click on the green New Payment Method button to open the manage payment method dialogue box.
Step 4 - Enter a name for the payment method.
Step 5 - Check the Enabled box
Step 6 - Check the Direct Debit or Standing Order box if relevant.
Step 5 - Click Save.
Steps to edit or disable payment methods
Step 1 - Go to the main Settings Page.
Step 2 - Under the Accounts > Select Payment Methods.
A list of default payment methods will be displayed.
Step 3 - Click on the name of the payment method to open the manage payment method dialogue box.
Step 4 - Update as necessary.
Step 5 - Click Save.
How to disable payment methods
Step 1 - Go to the main Settings page.
Step 2 - Under Accounts > Select Payment Methods.
Step 3 - Click the Payment Method name.
Step 4 - Uncheck the Enabled check box.
Step 5 - Click Save.
Examples of where payment methods are recorded
When adding a payment to an invoice - the payment method can be selected from the Type drop-down box.
On the details tab of the client record.
