Creating a Payment Method

Most of the payment methods are already added to the XoroERP. If your business requires a payment method not already included in Xoro, adding it is a straightforward process. For instance, you might have a payment method for Visa credit card, but you now wish to accommodate payments made with Mastercard, you can easily include the "MasterCard" payment method within Xoro.

Creating a payment method involves entering the name of the payment method and choosing the type of payment method.

To create a Payment Method, go to Menu > Admin > Company > Payment Methods > Payment Method

Payment Method Fields

Field
Description

Name

This field allows you to give a name to the payment method.

Method Type

This field allows you to select the type for the payment method. Click here to learn more about the payment method types.

Once you have filled out the details, click "Save" to create the payment method.

After the payment method is created, you can select this payment method when making or receiving a payment.

Last updated

Was this helpful?