New Member
Posts: 8
Registered: ‎04-15-2015

UCRM how to add payment method

UCRM community Hi

 

How can I add a new pay method ?

 

( Like cahs / transfer / etc. to add at the list 

Not by a subscription like Paypal, Mercado Pago, etc )

 

Just to identify the pay with a new name and a reference number  !!!

 

Regards.

 

Ubiquiti Employee
Posts: 4,034
Registered: ‎12-10-2015
Kudos: 1429
Solutions: 312

Re: UCRM how to add payment method

Hi
added a new payment method is currently not possible, but this task has been already added to our scope. Meanwhile, use one of the existing payment methods. The reference number can be added to the payment note or to the "check number" if you use the "check" payment method.
New Member
Posts: 8
Registered: ‎04-15-2015

Re: UCRM how to add payment method

Thank you very much, I think it is a good idea to add this function at the new version
Member
Posts: 106
Registered: ‎05-31-2014
Kudos: 3

Re: UCRM how to add payment method

+1here. I need this too. How can we create a payment method just in the list ?

Ubiquiti Employee
Posts: 4,034
Registered: ‎12-10-2015
Kudos: 1429
Solutions: 312

Re: UCRM how to add payment method

This feature will be available in the UCRM v3.0 (the version integrated to UNMS)