When creating a Work Order, you might find that the Payment Method you need is missing from the dropdown list when choosing "Other" in Payment Type. Fortunately, adding a new custom payment method is quick and easy.

Follow the steps below to add a new payment method to your Work Order:

Steps to Add a Custom Payment Method

1. Go to Settings

   • From the main menu, navigate to the Settings.
     
     

2. Access TMS Customizations

   • In the Settings menu, under TMS Customizations click Work Order.

      

3. Creating Custom Payment Method

   • You’ll see a section titled Custom Payment, click on it.

   •  Hit the Create button to add a new payment method.
     
     
     
     
     

4. Enter the Payment Method Name
   

   • Type in the name of the new payment method you want to use (e.g. Factoring Company Name)

5. Save
   

   • Click Save to finalize the addition.

   
   
   

Now, when you create or edit a Work Order, your new payment method will appear in the Select Payment Method dropdown list.



We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.