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Payment methods define how your customers can pay. You configure them at the workspace level, then link them to templates so sales reps can offer the right payment options on quotes. Payment methods answer “how” to pay (credit card, wire transfer, check). Payment terms answer “when” to pay (Net 30, due on receipt). Both work together to define the payment conditions of a quote.

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What is a payment method

A payment method represents a way customers can pay, for example:
  • Credit card
  • Bank transfer
  • Direct debit
  • Check
Each payment method has:
  • Name (required): the label displayed on quotes and in the Dealroom
  • Reference: an optional internal reference
  • Information: optional free text, for example bank details or payment instructions
  • Linked Resources: the Templates that offer this payment method
  • Identifiers: CRM ID, ERP ID, and Accounting ID
  • Status and API Name: whether the method is Active or Inactive, and its technical identifier
You need a role with the Workspace settings permission to create and edit payment methods. See Permissions reference.

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How payment methods reach the quote

  1. You create payment methods in Settings › Workspace › Payment method.
  2. You link them to templates (from the payment method’s Linked Resources, or from the template).
  3. Payment methods can also be linked to a customer or a customer segment. When they’re linked at several levels, the Association Resolution Mode decides which ones the sales rep sees.
  4. The sales rep selects the payment methods on the quote, and the customer sees them in the Dealroom.

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Manage your payment methods

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Open the list

1

Open Settings

Click Settings in the main navigation.
2

Open Payment method

In the Workspace section, click Payment method.
The list shows each payment method with its Name, API Name, and Status. Use the search bar to filter the list.

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Create a payment method

1

Click New

Click New at the top right of the list.
2

Fill in the form

Enter the Name, and optionally a Reference and Information. Link the templates in Linked Resources, and add external IDs in Identifiers if you need them.
3

Set the status

In the Status card, choose Active or Inactive, and check the API Name.
4

Save

Click Save.

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Edit a payment method

Click the ⋯ menu on the right of a row, then select Edit. Make your changes and click Save.
There’s no delete action for payment methods. To stop offering one, set its status to Inactive.

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Common questions

Yes. A payment method is just a name with optional information, so you can create any method that matches your business, such as financing or a partner-specific arrangement.
It’s no longer offered for selection. You can reactivate it at any time.

Payment terms

Configure when customers must pay.

Template settings

Link payment methods to a template.

Taxes and payment terms on a quote

Choose payment terms and methods in the quote editor.

Settings overview

All settings sections.
Last modified on October 27, 2026