Payment Methods

Perform the following steps to add payment methods to the A/R account.

Navigate to Reservations à Profiles. The Search page opens with the Profiles tab selected.

Type the full or partial name of the Company in the Search box.

Click Go. The profiles that match the search query appear on the Profiles tab.

Select the profile to create an invoice.

Click the Accounts Receivable tab.

Scroll to the Payment Methods tab.

Click the plus icon to open the Payment Method pop-up screen.

Select to save the payment method as the primary payment method for the account.

Select the payment method option from the drop-down list and enter the relevant details.

Click Save to confirm the payment method.