2.4 Payment Portal & Settings

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By Sales SuiseSoft

updated 3 months ago

2.4.1 How to manage Payments Settings?

1. The "Payments" tab can be found on the settings page as shown.

2. All the available payment options are listed here.

3. Click on any of the options.

4. Enter the payment details and click on save.

  • Toggle the Active toggle button to make the payment option active.
  • Enable Sandbox mode to make test payments or test the settings.

5. You can now choose the default payment option while creating a customer.

6. While creating a new invoice, you can set the default payment option too.

7. When the customer logs in through the customer area, they can make payments using the set payment option.

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