How to Manage Payment Methods

You can manage available payment methods in the Settings / Master data / Payment methods menu.

1. Click on the Settings / Master data / Payment methods menu.

paymentmethods

2. Click on a payment method and a new window will open, where you can see details of the selected one (name, due, auto payment check box, notes).

Payment method

There are some payment methods (eg. cash, Visa, etc.) in the list where the “Auto payment” option is switched on in the details of payment method.

If you use this kind of payment method, the invoice will be marked as paid automatically when you save your invoice and the balance due amount will be zero.

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