How to "Add/Update payment methods" in your Zluri workspace?

Payment methods list all the payment methods you use to make your payments.

Adding payment methods

To add a payment method, click the ‘Add’ button on the top right & select the type of payment option you wish to add. Or you can click on the options to add each type of payment method in their sections. 

Adding a credit card: To add a credit card, you will need to enter the card name, the last four digits of the card, card type & currency. Right now, Zluri supports only USD as the default currency. More currency support will be added in future.

Adding a bank account: To add a bank account, you will need to enter the Account Name, Beneficiary Name, Last five digits of the account number & default currency. Right now, Zluri supports only USD as the default currency. More currency support will be added in future.

To add any other payment method, you must enter the payment method name, upload a logo & select the currency option.

To edit a payment option, you must click the three dots on the top right corner of the payment method.


Assigning payment methods to transactions

You can assign a payment method to a transaction by clicking the ‘Assign payment method’ option, searching for a payment method & clicking it. The ‘Assign payment method’ option is available for recognized, unrecognized & archived transactions.

Changing payment methods for transactions

You can change the payment methods for all transactions in recognized transactions, unrecognized transactions & archived transactions.

You will need to select the transactions & click change payment method.

Can’t find what you are looking for? Let us help you!

How to "Add/Update payment methods" in your Zluri workspace?

Modified on Sat, 31 Dec 2022 at 10:53 PM

Payment methods list all the payment methods you use to make your payments.

Adding payment methods

To add a payment method, click the ‘Add’ button on the top right & select the type of payment option you wish to add. Or you can click on the options to add each type of payment method in their sections. 

Adding a credit card: To add a credit card, you will need to enter the card name, the last four digits of the card, card type & currency. Right now, Zluri supports only USD as the default currency. More currency support will be added in future.

Adding a bank account: To add a bank account, you will need to enter the Account Name, Beneficiary Name, Last five digits of the account number & default currency. Right now, Zluri supports only USD as the default currency. More currency support will be added in future.

To add any other payment method, you must enter the payment method name, upload a logo & select the currency option.

To edit a payment option, you must click the three dots on the top right corner of the payment method.


Assigning payment methods to transactions

You can assign a payment method to a transaction by clicking the ‘Assign payment method’ option, searching for a payment method & clicking it. The ‘Assign payment method’ option is available for recognized, unrecognized & archived transactions.

Changing payment methods for transactions

You can change the payment methods for all transactions in recognized transactions, unrecognized transactions & archived transactions.

You will need to select the transactions & click change payment method.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article