How Do I Manage My Online Payment Settings?

How Do I Manage My Online Payment Settings?

Payments are a crucial part of the business cycle. So, Billed allows you to obtain payment through different methods. You can manage all these details in your Billed account. In this article, we will cover the following:

• Payment Settings
• Payments History
• FAQs

Payment Settings

You can connect different accounts to your Billed account to receive payments. Adding more payment methods will let you obtain payments easily. So you can do it through the following steps:

1. Go to “Settings” from the left menu.
2. Click on the “Payments” option.
3. Add the details necessary for obtaining payments.
4. Click on the “Save” button.

All these details will be displayed in the Invoices. Clients can use these details to make payments against invoices.

Payments History

You can view your payment history in the “Payments” section. It includes all the received payments. This section shows the following information:

• Amount: The total amount that is received.
• Client: Name of the client who made the payment.
• Invoice: The invoice number against which the payment is received.
• Date: The date on which the payment is received.
• Method: The payment method which is used for making payment.

Delete

You can delete the payment details through the following steps:

1. Click on the three dots in front of a particular payment entry.
2. Click on the “Delete” option.
   (The payment will no longer be shown in the “Payments” section)

Edit

Follow these steps to edit the payment details:

1. Click on the three dots in front of a particular payment entry.
2. Click on the “Edit” option.
3. Edit the details and press the “Add Payment” button to save the new information in the payments history.
   (You can edit payment amount, date, method, and notes)

Sort By

Payments can be sorted by the following:

• Payment Amount
• Date
• Payment Method