Expenses, items and finance setup
Configure payment modes
A clear Pixie CRM walkthrough for configure payment modes, with the screen path, field checks and post-save verification.
Where to goSetup → Finance → Payment Modes
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for configure payment modes, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Finance → Payment Modes in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Payment mode name, Description, Active or invoice visibility.
- Complete Configure payment modes using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Payment mode name
Description
Active or invoice visibility
Checks before you finish
- Verify supplier, date, category and tax treatment.
- Attach source evidence when required.
- Check currency and totals before posting.
- Confirm the saved result in the expected register.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.