Payment methods

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Log the payment methods applicable to each customer-such as corporate cards, bank accounts, direct debit mandates, or cash-so invoicing and collection flows use the correct details.

Add a payment method

Open the relevant account record.
Open the Related tab.
Scroll to the Payment Methods related list.
Select New.
Pick the payment type (card, bank account, cash, or whatever types your administrator has enabled).
Complete the fields required for that method and save.

You can maintain multiple payment methods where the customer uses more than one way to settle invoices.