Payment Method Centre Fields

Header Level Icons

These functionalities are designed to meet diverse needs, ensuring users experience seamless navigation and effective management of customer information.

1. Refresh:

   • This empowering functionality allows users to refresh search results based on selected criteria, ensuring the displayed information is consistently up-to-date.

2. Save:

   • The Save feature preserves updated user interface (UI) settings, delivering a personalized and consistent experience for future interactions within the module.

3. Advanced Search:

   • Elevating customer information retrieval, the Advanced Search option enables users to conduct sophisticated searches by specifying criteria like Column Name, Operator, and Value. This facilitates precise and tailored information retrieval.

4. Columns:

   • Representing customizable criteria, Columns empower users to refine their searches further. The options in the dropdown menu for Columns dynamically adjust based on the active tab, ensuring relevance and convenience.

The options included the Columns dropdown are -

• Name: This field indicates the name of the Payment Method, such as Visa, MasterCard, Cash, and others.

• Type: This field specifies the type of Payment Method, which can include cash, credit card, cheque, and others. For more detailed information about Payment Method types, please click here.

• Is Active: This field reflects whether the Payment Method is currently active and in use within the system.

1. Download:

• This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.

Context View (Right Click Options):

By right-clicking on the Payment Method row or the selected record, users gain access to the following options:

Open: This action directs users to the Payment Method module, enabling them to review details and make necessary modifications.

Delete: This option grants users the ability to remove the Payment Method permanently from the system.