Add a Payment Method

Modified on Wed, 19 Jun at 5:02 PM

To add a new payment method to your MiMembership options.


Quick Guide


Step 1 - Configuration > Financials > Payment Methods

Step 2 - Click + Payment Method button

Step 3 - Add details for the payment method and then click Save

          * Name is what appears when selecting payment method

                  * Payment method type have options in dropdown to select

                  * Admin only will mean the method does not show on member's documentation

                  * Surcharges can be setup and selected

                  * GL Code (Where you would like payments made by this method to be journaled to in your General Ledger)

Step 4 -  The Payment Method you have just created will show in options list and in dropdown for payments.



Step by Step Guide


Step 1 - Configuration > Financials > Payment Methods




Step 2 - Click + Payment Method button




Step 3 -  Add Details for Payment Method and then click Save

                    * Name is what appears when selecting payment method

                    * Payment method type have options in dropdown to select

                    * Admin only will mean the method does not show on member's documentation

                    * Surcharges can be setup and selected

                    * GL Code (Where you would like payments made by this method to be journaled to in your General Ledger)




Step 4 - The Payment Method you have just created will show in options list and in dropdown for payments. 





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