Quick Reference


Access Payment Method List


  • From any screen in ZarMoney, hover over the Company tab and select Company Preferences. Select Payment Method from the drop down list.

  • The Payment Method List where existing Payment Methods can be edited or new ones added.




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Create a New Payment Method


To add a new Payment Method:

  • In the Name field choose a name that will be used to identify this Payment Method and enter it here.
  • For the Payment Type choose from the drop down list.
  • When finished select Add New to save the Payment Method.



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Delete or Edit Payment Method


To Delete a Payment Method:

  • Select the Trash Can Icon to the right of the Payment Method you would like to Delete.
  • A pop-up window will ask if you are sure you want to delete this record. Select Yes to continue and delete. Select No to go back to the Payment Method List without making any changes.

To Edit a Payment Method:

  • Select the Pencil Icon to the left of the Payment Method you would like to Edit.
  • Modify the information.
  • Select OK to save the changes you made or Cancel to go back to last saved version of that Payment Method.




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