Payment Options
On this pageReading: Payment Options1 / 4
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:
Columns: Order, Method Name, Method Code, Description, Status & Actions (Active / Inactive). Empty: No payment methods yet. Grip: Drag to reorder (Saving order…).
Add New Method — Method Name (), Method Code () (e.g., WIRE_TRANSFER, Use UPPER_SNAKE_CASE…), Description, Sort Order, Active. Success: Payment method created successfully.
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
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