Fortix PlatformFortix Freedom Business Systems FinanceHow to View Payment Method in Billing Profile List View

How to View Payment Method in Billing Profile List View

Fortix is an extremely flexible and customizable platform. This article explains how to View the Payment Method field in the Billing Profile List View.

Navigate to the Billing Profile List View and find the Project where the Billing Profile needs to be created. Click the square More Menu option Icon on the right side of the screen. Click and select Setup with the Wrench icon.

All the columns that are available in this list view are displayed. Find the Payment Method field. Click on the eye icon to hide or make available the Payment Method field.

Use the "Move" handle to change the display position of the field.

Click Close to commit the changes to the system.

The Billing Profile view can be filtered to display only a selected Payment Methods.

The List View has been filtered to show only Credit Card Payment Method.

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