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Payment Methods

Configure the payment methods you accept so they're easy to select when recording payments.

Default Payment Methods​

Elona CRM comes with common methods:

  • Cash
  • Bank Transfer
  • Mobile Money
  • Card
  • Cheque

Adding a Payment Method​

1. Go to Settings​

Navigate to Settings → Payment Methods.

2. Click Add​

Click Add Payment Method or + New.

3. Enter Details​

  • Name - How it appears in dropdowns (e.g., "M-Pesa")
  • Description (optional) - Additional context
  • Active - Toggle to show/hide in selection

4. Save​

Click Save to add the method.

Editing Payment Methods​

  1. Go to Settings → Payment Methods
  2. Click on the method to edit
  3. Update name or status
  4. Save

Deleting Payment Methods​

caution

You cannot delete payment methods that have been used in transactions. Deactivate them instead.

To deactivate:

  1. Edit the payment method
  2. Toggle Active off
  3. Save

Payment Method on Invoices​

Include your payment details on invoices:

  1. Go to Settings → Company Details or Invoice Settings
  2. Add your bank account, mobile money number, or other payment info
  3. This appears on all invoices

Best Practices​

  • Keep method names short and clear
  • Include specific details (e.g., "Equity Bank" not just "Bank")
  • Add new methods as you start accepting them
  • Deactivate methods you no longer use