How do I add or delete a payment mode?

How do I add or delete a payment mode?


  • Open the Contacts tab and select a customer
  • Click on New Transaction and select Invoice Payment or Bill Payment as required.
  • You can select the payment modes from the Payment Mode drop down. You can also type to add a custom payment mode.
  • To delete a payment mode, click on the Payment Mode drop down and select +Configure Payment Mode.
  • Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode.
  • Click on Save.

    • Related Articles

    • Apart from Bank Transfer or Cheque, is there any payment mode I can use to transfer salaries to employees?

      Yes. You can use Direct Deposit to transfer funds directly to your employees’ bank accounts.### Benefits of ICICI Bank Integration: Initiate payments directly from Zoho Payroll without logging into ICICI Bank CIB portal. Payment status gets ...
    • I have configured payment gateways under my settings, but they’re not working for me.

      Ensure you’ve followed the following two steps to receive online payments from your customers. 1) Include the payment gateway in your invoice - At the time of creating the invoice, select the payment gateway you have set up. You can do this in the ...
    • Can I delete an open loan?

      An open loan involved in the current or previous pay runs cannot be deleted. However, if the loan payment does not have any associated perquisites, then you can revert the pay runs in which the loan payment is present and delete the open loan. To ...
    • Can I add bulk time entries?

      Yes, in Zoho Books you can add bulk time entries for projects and tasks, Navigate to the Timesheet module and select All Timesheet. Click on the Weekly Log present on top of the window. Here you can record your time entries by selecting the Project ...
    • Can I add bulk time entries?

      Yes, in Zoho Books you can add bulk time entries for projects and tasks, Navigate to the Timesheet module and select All Timesheet. Click on the Weekly Log present on top of the window. Here you can record your time entries by selecting the Project ...