Customizing Payment Methods

Billings Pro comes with many built-in payment methods—for example, Cheque, Cash, Visa, Mastercard, Amex and many others. However, you can customize how you wish to receive payments by setting up your own payment methods.

To customize payment methods

  1. Choose Billings Pro > Preferences.
  2. Click Labels.
  3. Click Payment Methods.
  4. To add a new payment method, click the + button and enter a name.
  5. To update the information immediately, click Sync. Otherwise, Billings Pro syncs every 5 minutes automatically and will update the information during the next sync.

If you find that you don't use certain payment methods, you can simply remove them by selecting the method and clicking the - button.

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