Add customer payment methods
- Go to the Customer payment methods (AR303010) window.
- In the Customer field click
to select a customer. - In the Payment method field, click to select the associated payment method to the customer..
- In the Cash account field, click to select a cash account (optional).
- On the Payment method details tab, double-click the Value field in order to enter the account number. Depending on your selection in step 2, you might also need to enter additional information about the payment method. The value in the Description column comes from the Payment method settings in the Cash management workspace.
- Click
.
By default, the Active check box is selected to indicate that the payment method is active. Deselect if you do not want this payment method to be active.
What is next?
For information on how to use a CID configuration, see Select a CID for payment methods.