Zoho Invoice

FAQ

Global
United States
United Kingdom
Canada
Australia
India
Saudi Arabia
United Arab Emirates
Bahrain
Kuwait
Oman
Qatar
Kenya
Mexico
South Africa

How to do I add or delete a payment mode?

Create credit note

To set a payment mode, kindly follow the below mentioned steps:

  • Open the Contacts tab and select a customer
  • Click on New Transaction and select Invoice Payment.
  • You can select the payment modes from the Payment Mode drop down. You can also add your own payment mode by clicking +Configure Payment Mode.

To delete a payment mode, kindly follow the below mentioned steps:

  • Click on the Payment Mode drop down and select +Configure Payment Mode.
  • Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode.
  • Click on Save.

New payment

Was this document helpful?
Yes
No
Thank you for your feedback!
TOP