This module allows you to configure the payment methods your company accepts in CRM (Receipts) and POS module. 

? Where to Access CRM

? Where to Access This Function

  1. Go to CRM > Settings & Configurations > Payment Methods

  2. On the Payment Methods page, you can see all configured payment methods and perform the following actions:

No.ButtonFunction
1AddAdd a new payment method
2EditModify existing payment method details
3DeleteRemove a payment method (only if not used in any transactions)
Use the screenshot below to locate these buttons.


1️⃣ Add New Payment Method

  1. Click “Add” on the Payment Methods page.

  2. Fill in the required information:

No.FieldDescription
1NameEnter the name of the payment method, e.g., “Cash”, “Credit Card”, “Bank Transfer”
2DescriptionOptional – additional information about this payment method

  1. Click Save to create the payment method.

Edit Payment Method

  1. Click “Edit” next to the payment method you want to modify.

  2. Update the required fields (name, description, default status, active status).

  3. Click Save to apply the changes.

Delete Payment Method

  1. Click “Delete” next to the payment method you want to remove.

  2. Confirm deletion.

⚠️ Important Note:

  • Payment methods that are already linked to invoices or quotations cannot be deleted.

  • Only UNUSED payment methods can be deleted.