Payment methods
Set up payment methods, linked account, fees, settlement delay and installments.
What payment methods are for
What payment methods are for Payment methods keeps the financial setup clear for reception, management and reconciliation. What it is for Use this article to understand, review and maintain this financial area without duplicate records or lost history. 🚀 Step by step 1. Open the related finance module. 2. Use search to find the record. 3. Review status, financial link and main details. 4. When adding, complete the required fields before saving. 5. When editing, update only what changed and keep the record active or inactive as needed. ✅ Expected result Payment methods are ready for new settlements. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.
How to organize payment methods in PetHub
How to organize payment methods in PetHub Payment methods keeps the financial setup clear for reception, management and reconciliation. What it is for Use this article to understand, review and maintain this financial area without duplicate records or lost history. 🚀 Step by step 1. Open the related finance module. 2. Use search to find the record. 3. Review status, financial link and main details. 4. When adding, complete the required fields before saving. 5. When editing, update only what changed and keep the record active or inactive as needed. ✅ Expected result You know which methods are active and where they settle. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.
How to add a payment method
How to add a payment method Payment methods keeps the financial setup clear for reception, management and reconciliation. What it is for Use this article to understand, review and maintain this financial area without duplicate records or lost history. 🚀 Step by step 1. Open the related finance module. 2. Use search to find the record. 3. Review status, financial link and main details. 4. When adding, complete the required fields before saving. 5. When editing, update only what changed and keep the record active or inactive as needed. ✅ Expected result The payment method is configured for settlements. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.
How to edit or deactivate a payment method
How to edit or deactivate a payment method Payment methods keeps the financial setup clear for reception, management and reconciliation. What it is for Use this article to understand, review and maintain this financial area without duplicate records or lost history. 🚀 Step by step 1. Open the related finance module. 2. Use search to find the record. 3. Review status, financial link and main details. 4. When adding, complete the required fields before saving. 5. When editing, update only what changed and keep the record active or inactive as needed. ✅ Expected result The method is updated or inactive for new payments. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.