Enabling new Payment Options on the account

  1. From the main menu, click on “Settings”.
  2. Select “Payment Options” from the menu.
  3. Select the desired payment methods and switch the toggle beneath it to activate it.
    • Note: You can also click on “Default” (star icon) for one of the available payment methods to activate it and make it the primary method for payments and collections in the account.
  4. Click the “Save” button.
  • Note: Some electronic payment methods require a subscription to their affiliated sites and linking the account with the Daftra program. Examples include (PayPal, Stripe, Square, and others).