The Agile ERP supports a number of different payment methods to match the unique requirements of our customers. Particularly in enterprise companies, it is important to properly configure the payment methods at the outset so that it matches the other procurement processes in the organization.
Existing Payment Methods are:
Invoice
Purchase Order Upload
Paypal (also credit card)
Stripe (credit card)
Custom Payment Methods
Adding New Payment Methods
You can add as many payment methods as you would like to your service, but at least one method must remain active for the user panel to show to your customers or employees.
Go to the Service Panel > Settings > Payment Methods
Click the button Add Payment Method
Select from the available options, Invoice, Internal Order, Purchase Order, Credit Card via Stripe, PayPal, Custom Payment Method
Depending on the Payment Type, you will have various additional steps to complete to configure the order.
Click Save
Editing Payment Methods
You can adjust the payment methods at any time by returning to the settings panel.
Go to the Service Panel > Settings > Payment Methods
Hover over the payment method you want to adjust and click the Edit Icon
You also have the option to Delete the payment method
Adjust the Settings in the panel
Click Save
The payment information will be part of the csv export, so it is important that everything is properly named and synchronized with existing accounting processes.