Add a Payment Method
Step 1: Open Payment Method Settings
From the dashboard, click Settings in the left-hand menu
Select System Lists
Click Payment/Expense Lists
Choose Payment Methods
Step 2: Add a New Method
Click the Add New button on the right side of the page
Step 3: Enter Details
Type the name of the new payment method
Click the checkmark to save
Delete a Payment Method
Step 1: Open Payment Method Settings
From the dashboard, click Settings
Select System Lists
Click Payment/Expense Lists
Choose Payment Methods
Step 2: Remove the Method
Find the payment method you want to delete
Click the trash icon next to it
Tips
Changes are applied immediately
Only delete payment methods that are no longer in use to avoid confusion in reporting