Payment methods

🇳🇱 Nederlandse vertaling

You can create your own payment methods when you want to write off or invalidate payments under commission, want to debit a payment etc.

1. Creating a payment method
2. Changing order of payment methods
3. Archiving a payment method


Creating a payment method

1. Go to the  Financial tab;
2. In the submenu on the right, select  Payment methods;
3. Select  New payment method;


4. Assign a name to the payment method. By clicking the flags you can enter any translations;
5. Add (optional) a code to the payment method, one that corresponds with your financial administration;
6. Select the ledger account on which the payments need to be booked;
7. If this payment method should be selected in the POS you can tick the box;
8. If you want to send a notification of the payment by default, tick the box;
9. Select a differences ledger account (used for the POS system);
10. Click Create payment method;


Changing order of payment methods

You can change the order of payment methods, so that often used methods are listed on top. 

1. Go to the Financial tab;
2. In the submenu on the right, select  Payment methods;
3. Click on the dashes in front of the payment method and drag and drop it to the desired position.


Archiving a payment method

You can archive a payment method in case you are not using this anymore. 

1. Go to the Financial tab;
2. In the submenu on the right, select Payment methods;
3. Click on the payment method you want to archive ( pay attention: the system payment methods cannot be archived); 
4. Click on Archive
5. The archived payment methods will be placed under the tab Archived
You can choose to re-active the archived payment method. You do this by clicking on the archived payment method and to Activate it again. After activating, the payment method is placed under Active payment methods. 

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