To Add a Payment Method:
- Navigate to the “settings” menu on the left-side of your dashboard.
- Then you will click on “system lists,” then “payment/expense lists,” then “payment methods.”
- Click on the blue “add new” button on the right side of the screen.
- Type in the name of your new payment method and then click the “checkmark” on the right side of that line item.
To Delete a Payment Method:
- Navigate to the “settings” menu on the left-side of your dashboard.
- Then you will click on “system lists,” then “payment/expense lists,” then “payment methods.”
- Click on the delete icon (the red trashcan icon) on the right side of the line you wish to delete.