Payment Method

Let’s take a look at the various settings you can configure for the payment method in Localizebook.

The payment method page will guide you about:

1. Create New Payment Method
2. Editing Payment Method
3. Deleting Payment Method

Create New Payment Method

Go to the payment method setup page in Localizebook:

1. Click on the Settings icon.
2. Click on the “Payment Method”
3. Click on the “Add” button.

After clicking the Add button, you will be redirected to the below page:

1. Name: Enter your payment method's name.
2. Collection Account: Choose an account to link with your payment method.
3. Format Expense Template: (Optional) If you have specific document formats for expenses paid via this method, you can select the template here.
4. Format Payment Template: (Optional) Select a specific document template to be used when generating payment vouchers or other documents for this method.
5. Description: Other marks or comments that relate to payment methods.

After filling all with your information:

1. Save & New: Save the current payment method and add another one.
2. Save & Close: Save the current payment method and close the window.
3. Close: Close this window without saving the current payment method.

Editing Payment Method

Go to editing payment methods in Localizebook:

1. Click on the Settings icon.
2. Click on the “Payment Method”
3. Click on the payment method name that you want to edit.
4. Click on the “Edit” button.

Deleting Payment Method

Go to deleting payment methods in Localizebook:

1. Click on the Settings icon.
2. Click on the “Payment Method”
3. Click on the payment method name that you want to delete.
4. Click on the “Delete” button.