Navigate to the Billing tab, and then select the Methods icon.
When you load the methods screen, initially it will have a new method available for creation automatically. If you need to create another, select the New Record icon.
If you need to edit a payment method, search in the grid, or manually select one.
Enter the Name* of the payment method.
The Status should automatically be in the active status, and can be turned to inactive when the method is no longer in use.
A Description is available for you to place personal notes or information on the method you are creating.
The following settings can be turned on if a driver collects payment:
The Driver Collection option can be set to “Yes” if the driver would collect this payment method from a customer.
The Collected by Driver setting tracks what was collected by the driver.
Notify Driver will send notifications to the driver to request a payment from the customer.
Discount allows you to set a discount % or dollar amount for this payment method.
Select the Save icon for a new payment method.
