Firstly, to access ‘Payment Configurations’, you will need to navigate to the ‘Cog’ icon located on the top right-hand side of the screenshot below:
Once you select the ‘Cog’ icon, the dropdown menu will appear.
Here, you will select the option for ‘Payment Configurations’.
When on the ‘Payment Configurations’ screen, on the top right-hand side you will see the green ‘Add’ button. Click Here to add a payment option.
Once selected, the below modal will display opening on the ‘Account’ Tab:
On this tab, you can free text to populate information such as the ‘Company Name’, ‘Account Name’, ‘Account Number’ & ‘Sort Code’.
Once populated you’ll be required to navigate to the ‘Locations’ tab.
On the locations tab, you can manually select which of your locations you’d like to associate with this payment configuration. To do so, simply click on the location's name.
Alternatively, if you wish for all company locations to be associated with this particular payment configuration then you can check the ‘Use All Company Locations?’ check box provided.
Once you are happy with the information populated, click on the green ‘Save’ icon.
On the ‘Payment Configurations’ main screen, you’ll note in the actions column the ‘Cog’ & ‘Bin’ icons as displayed below:
To make edits to an existing configuration click on the ‘Cog’ icon within the ‘Actions’ column or if there is a ‘Payment Configuration’ no longer in use you can select the ‘Bin’ icon to delete.