Payment Credentials

These are the offline payment methods that you use to collect payments from your customers. This list will be available on the Job page - Invoice tab - payment section, to record the payment method that was used to collect the payment. These payment methods will also be available on the mobile app on the 'Take Payment' tab. 

  • To add a new payment method, click on the 'Add Method' button, enter the name of the method, and description of the method and click on the Save button.
  • To edit or delete an existing payment method, click on the Edit or Remove buttons respectively. Instead of deleting an existing payment method, you can also make the method inactive by changing the status of the method.

 
 


 


 

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