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Payment methods

From Payment Methods, you can register and view the methods used to receive or send payments.

Navigation path:

Invoicing → Settings → Payment Methods

How to create a payment method​

1. Open Payment Methods​

From the Invoicing module, go to Settings and select Payment Methods.

The list of registered methods appears.

Payment method list in MIDLA

The list displays:

  • Name
  • Code
  • Payment Type
  • Created By

Use the Search field to find a record.

2. Select Create Payment Methods​

In the upper-right corner, click Create Payment Methods.

The form opens with the General Information section.

Form for creating a payment method

3. Complete the details​

Complete the following fields:

  • Name: enter a name that identifies the payment method.
  • Code: enter the corresponding code.
  • Payment Type: select whether the method is used to Receive or Send payments.

All three fields are marked with an asterisk (*) and are required.

In the list, the Receive type is identified by a green label and the Send type by a red label.

4. Save the payment method​

Once you have completed the details, select one of the following options:

  • Create: saves the payment method.
  • Create and create another: saves the record and allows you to create a new one.
  • Cancel: cancels the creation.

Manage payment methods​

Each record in the list includes the following actions:

  • View: allows you to view the payment method details.
  • Edit: allows you to modify its details.
  • Delete: allows you to delete the record.

Result​

The payment method is registered in MIDLA with its name, code, and payment type.

You can view it under Invoicing → Settings → Payment Methods.