How Do I Add New Payment Methods?


ESC allows for a variety of payments to be taken when and as needed.  But whether you're entering a prepayment for an accepted quote or tendering an invoice, you'll need to make sure you have the appropriate payment methods entered first.

  1. Head to Receivables → Payment Methods.

  2. Click Add New to create a new payment method, or double-click on an existing one to edit it.
  3. Give this Payment Method a name.
  4. Enter a Description for this payment method that helps users to identify it.
  5. Select the Account Number you want the payment deposited to when it is entered.
  6. Select the Type of the payment: this can be Cash, Check, Charge Card, Credit, or Trade Disc.  Each one will provide different fields in the payment screens for collecting the payment information.

  7. Click OK.  

Note: if there was a payment screen open while this method was being added, it may be necessary to close and reopen that screen before the new payment method will show as available.  

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