How do I add/delete a payment method?

To Add a Payment Method:

  1. Navigate to the “settings” menu on the left-side of your dashboard.



  2. Then you will click on “system lists,” then “payment/expense lists,” then “payment methods.”



  3. Click on the blue “add new” button on the right side of the screen.



  4. 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:

  1. Navigate to the “settings” menu on the left-side of your dashboard.



  2. Then you will click on “system lists,” then “payment/expense lists,” then “payment methods.”



  3. Click on the delete icon (the red trashcan icon) on the right side of the line you wish to delete.



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