You can select a Payment Method for both outgoing invoices and expenses. The selected method is visible in listings and included in the invoice PDF.
Available Payment Methods
The following options are available:
Bank transfer – payment via bank transfer
Cash – cash payment
Card – card payment
Set-off – mutual offset (new)
A new Payment Method column has been added to improve visibility:
available in invoice listings,
available in expense listings.
This allows you to quickly identify how each item was paid without opening its details.
How to select Payment Method
1. Outgoing Invoices
When creating an invoice, you can select the Payment Method in Step 3 of the invoice creation process. The Payment method field contains these options:
Bank transfer
Cash
Card
Set-off
The selected method is then saved with the invoice and is displayed in the exported PDF invoice and in the invoice list (see new column Payment method).
2. Expenses
For expenses, the Payment Method is available only if the expense is marked as already paid.
Steps:
Check the Already paid checkbox.
The Payment method field will appear.
Select the appropriate method (Card, Cash, Bank transfer or Set off)
For expenses, the selected method is also:
shown in the listing,
stored as part of the expense record.