Add a New Payment Method


Payment methods are categories you can create to organize the payments you receive. This article explains how to customize the list of payment methods available for your company.

How To

Your payment methods can be found by navigating to Settings > Loan > Payments > Methods inside your company account.

On this page page, you'll see that there are options available for different payment methods. You'll also notice that methods such as "Credit/Debit Card" don't provide you the ability to edit or inactive them. These methods are hard-coded into LoanPro so that other features will work correctly. However, other methods, such as "Cash" can be inactivated by clicking the blue X button.

If you'd like, you can create new payment methods that apply to your lending business. If you allow your borrowers to make payments over the phone or even with DogeCoin, you can create categories for them. Just remember, these are simply ways to categorize payments—they aren't a payment portal for your borrowers to make payments via these avenues.

To add a new payment method, click 'Add' in the top right.

Enter the name of the payment method in the field provided and click 'Save' to save it. Your payment method will now be selectable when you log a payment on loan accounts.

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