How do I configure payment methods in the coolbar?

To setup payment methods in the Sales coolbar, please proceed as follows:

1) Click Payment in the Cool Bar

2) Right click on blank area of the Cool Bar

3) Click Configure

4) Click on the Payment Method you wish to setup

A) Click Remove to remove the Payment Method from the Cool Bar

B) Click Up to shift the Payment Method up in the list

C) Click Down to shift the Payment Method down in the list

5) Click OK to save new settings

Payment methods removed from the Cool Bar are still available to collect payment, but will no longer be listed in the Cool Bar.

 

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