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[Accounting] How can I add a new payment method to the invoice when I 'Register Payment'?

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Pei Hua Tsai (pht)

When registering a payment, how can we add or delete the option of payment method?

For example, we see payment method options for manual and test. How can we remove 'Test'? Or add another payment method.



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Pei Hua Tsai (pht)
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The payment method is configured in every bank/ cash journal.

So go to the certain bank journal which is selected from registering the payment.

In this case, the journal is Bank.



Open the Bank journal setting > incoming/ outgoing payment tab > delete the payment method: Test or add a new payment method to reflect on the payment method selection.


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Best Answer

In the Bank Journal, it does not show other PAYMENT METHODS, just Manual only. Where do I configure these payment methods to be showing in the bank journal?

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Pei Hua Tsai (pht)
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As shown in the last image, in the incoming payments tab, there are two lines of payment methods.
Both lines show the payment method in Manual. This is hard coded so we can't change it.
But in the column: Name, I added the second line as 'Test'. This will be displayed in the payment method selection.

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