You can access the "Features" tab by clicking on the "Features" tab from your Account Settings page:
The "Features" tab is one of the tabs from the Account Settings feature; from this page you can navigate to other tabs to view additional account settings:
Some features (e.g., Advanced Settings, Global Actions, etc.) can be found in all the Tabs. Below is a list of pages that are located on the "Features" tab page. These pages will redirect you to the respective feature's settings page:
The Payment Options link will direct you to the Payment Options page. On this page, you will be able to add additional payment methods that is accepted by your organization or perform other actions on the selected payment method (i.e., view, edit, delete):
To add a new payment method, click on the Plus Sign button.
If you would like to view, edit, or delete a selected payment method, click the Individual Actions button and click on the desired option from the drop-down.
The terms when adding a new payment method are listed below:
| Name: | Description: |
|---|---|
| "Type" | includes retainer, PayPal account, credit card (no process), cash, check, credit card, EFT, wire transfer, customer credit, and voucher payment. |
| "Retainer" | is the retainer payment method. |
| "PayPal Account" | is the PayPal account (with primary email address) payment method. |
| "Credit Card (No Process)" | only marks the invoice paid by a credit card for a specific amount. MobiWork will not capture, store, or process the credit card. |
| "Cash" | is the cash payment method. |
| "Check" | is the check payment method. |
| "Credit Card" | is the credit card payment method. To set this up you must first implement a connector. |
| "EFT" | is the electronics funds transfer payment method. |
| "Wire Transfer" | is the wire transfer payment method. |
| "Customer Credit" | is the customer credit (with the maximum credit limit) payment method. |
| "Voucher Payment" | is the voucher payment method. |
| "Info" | is any information associated with the payment type. |
| "Invoice Comments" | are any invoice comments. |
| "Actions" | include view, edit, and delete. |
| "Add Payment Option" | adds a "payment option" to "Payment Options." |