Managing Payment Methods
Managing Payment Methods
Overview
In this guide, we will show you how to manage your payment methods on Expandly, to allow methods shown across your account to be relevant to you and your business.
Steps
1. Click Settings (left menu) and then click Payment Methods
2. On your Manage Payment Methods page, within the 'Active' column, activate payment methods by switching the toggle button from 'Disabled' to 'Enabled'
3. Once payment methods have been enabled on Expandly, the payment methods options will be available to select from when creating manual sales orders on Expandly, and will also be available to select from on the Payment Method drop-down, when carrying out Bank/Control Mapping for Xero (click here for more detailed instructions on this).
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If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.
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