Create, modify, and delete payment methods

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete payment methods

You can add, modify, and delete payment method options available for new payments in the Order Entry module. You can also select which payment method you want to use as the default option used for new orders.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Order Entry > Payment Method Maintenance.
  3. In the Payment Method Maintenance dialog box, do any of the following according to your needs:

    To

    Do this

    Add a new payment method

    1. Click New.

    2. In the Description field, type a description for the payment method.

      For example, Cash.

    3. Click Add.

    The new payment method is saved and added to the list.

    Set a payment method as default

    1. Select the payment method that you want to set as the default option.

    2. Click Set as Default.

    3. To confirm using the selected payment method as the default option, click Yes.

      The default payment method is marked with an asterisk (*). This payment method will be used by default for new orders.

    Modify a payment method

    1. Select the payment method that you want to modify.

    2. Modify the description of the payment method.

    3. Click Edit to save the changes.

    Delete a payment method

    1. Select the payment method that you want to delete.

    2. Click Delete.

    3. To permanently delete payment method, click Yes.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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