Payment methods are generally created during the implementation process; however, there are procedures in the Admin Console to create these payment methods manually if needed.
## Create a purchase order payment option
Go to **Admin Console** \> **Sales** \> **Payment Methods.**
Click **Add Payment Method**.
In the **Name** field, enter the name of the payment method. This field must match the ERP code that was setup during implementation.
Enter a description in the **Description** field. The **Credit Card** toggle should only be switched to **Yes** if setting credit card options.
In the **Active On** field, click the calendar and clock the buttons to select a date and time for when the Purchase Order will be set to activate.
In the **Deactivate** field, click the calendar and clock the buttons to select a date and time for when the Purchase Order will be set to deactivate. In most instances this field is left blank.
Click **Save**.
## Create a credit card payment option
Go to **Admin Console** \> **Sales** \> **Payment Methods.**
Click **Add Payment Method**.
In the **Name** field, enter the name of the Payment Method. This field must match the ERP code that was setup during implementation.
Enter a description in the **Description** field.
Set the **Is Credit Card** field to True.
In the **Active** field, click the calendar button and the time drop-down menus to select a date and time for the purchase order option to activate.
In the **Deactivate** field, click the calendar button and the time drop-down menus to select a date and time for the purchase order option to deactivate. In most instances this field is left blank.
**Click Save** to accept changes.
## Assign a payment method to the customer
Go to **Admin Console** \> **Administration** \> **System** \> **Settings**.
In the search box enter and select **Enable Purchase Order**.
Validate **YES** is selected. This makes the **PO Number** field and **Payment Terms** options available in the **Payment Method** drop-down on the **Review and Pay** page. The default value is **YES**.
The next step is assigning a customer to a purchase order. All purchase orders need to be assigned to customers; credit cards do not need to be assigned customers.
Go to **Admin Console** \> **Customers.**
Select the **Customer** by clicking **Edit**.
Scroll down to the **Billing** section.
In the **Default Payment Method** drop-down menu, select the desired payment method.
Click **Save**.
The payment term will now appear on the checkout page and be available for clients to select.