Payment Options

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

What this page is for:
 Methods shown on Method when recording a payment (Cash, Check, etc.).

Where: Admin Console → Payment Methods
 /portal/sales/payment-methods
 Title: Payment Options | Klaus Connect
 Heading: Payment Options — Drag rows to reorder · toggle the switch to activate/deactivate

Steps:

  1. Columns: Order, Method Name, Method Code, Description, Status & Actions (Active / Inactive). Empty: No payment methods yet. Grip: Drag to reorder (Saving order…).

  2. Add New Method — Method Name (), Method Code () (e.g., WIRE_TRANSFERUse UPPER_SNAKE_CASE…), Description, Sort Order, Active. Success: Payment method created successfully.

  3. Pencil → Edit Payment Method. Trash: Are you sure? — This will permanently delete the payment method… Yes, delete it permanently!

Related articles

Other guides in Payments & Finance

Was this page helpful?

Your feedback helps us improve the documentation.