The Choose Payment Method dialog appears when an Invoice is recorded with payment. It is used to designate payment type before the invoice and payment are recorded.

Payment method


Select the Cash option if the customer paid by cash.


Select the Check option if the customer paid by check, then enter the check number in the field below the check option (below).

Check number:

Input the check number if the customer paid by check and the Check option is selected (above).

Credit card

Select the Credit card option if the customer is paying by credit card. The card information is pre-filled using the information stored in the customer record, and any changes to this information will be saved back to the customer record. A credit card gateway must also be configured (found in the Credit Card Gateway tab of Options).

Charge Customer via online Credit Card Gateway

Check this option if you want to charge the customer by credit card via an online Credit Card Gateway. For the payment to process successfully, you must have configured a Credit Card Gateway (found in the Credit Card Gateway tab of Payment Options).