Billing Methods

Billing Methods refer to the different ways businesses charge customers for their products or services (e.g. EFT, debit order, cash).

The same set of Billing Methods is shared between Customers and Suppliers.

Navigation: Main Menu > Setup > Customers/Suppliers/Contacts > Menu (button) > Edit Billing Methods

Interface

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Buttons Explained

Button	Description
Edit	Allows Users to edit the entry.
Save	Saves any changes.

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Fields Explained

Field	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Code	The Code for the billing method. This should be a meaningful abbreviation of the full description (e.g. EFT).
Description	A Description of the billing method (e.g. Electronic Funds Transfer).
Widget	Allows users to delete the entry (click the last column to display an X, and click the X to delete the entry).

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Tutorials

These tutorials explain how to create and edit Billing Methods.

How to Create a Billing Method

1. Navigate to Edit Billing Methods.
2. Click Edit (button).
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Fill in the details as follows:
   1. Code = Type an abbreviation for the billing method (e.g. EFT).
   2. Description = Type a description for the billing method (e.g. Electronic Funds Transfer).
5. Click Save (button).
6. Close the pop-up with the X in the corner.

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How to Edit a Billing Method

1. Navigate to Edit Billing Methods.
2. Click Edit (button).
3. Click any field and edit the text.
4. Click Save (button).
5. Close the pop-up with the X in the corner.

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How to Delete a Billing Method

Billing methods that have been added to contacts cannot be deleted unless they are removed from the applicable contacts.

1. Navigate to Edit Billing Methods.
2. Click the last column in the row next to the billing method you want to delete.
3. Click the X.
4. Confirm the deletion on the pop-up.

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