Overview
Payment settings details
| Field name | Description |
| Journal type | Displays type of Journal. An accounting journal or book of original entry is an official record providing all the business’s financial transactions in order by date. |
| Series | Series name is displayed |
| Branch | Displays Branch name |
| Account | Name of the bank account is displayed |
User can click on Create(+) to add Payment settings.
Create Payment settings
| Field name | Description |
| Series | Select series for payment settings from the list |
| Branch | Select branch name from the list |
| Payment mode | Select payment mode from the list. There are different types of payment methods and they vary from business to business like Cash, Checks, Debit cards, Credit cards, Mobile payments, and Electronic bank transfers. |
| Account | Select account name from the list |
Click on “SAVE” to save the Payment Setting details.
Setting Details
This section contains Setting details of the payment account
| Field name | Description |
| Setting name | Displays setting name of the payment type |
| Setting value | Setting value of the payment type is displayed |
User can click on Create(+) to add settings
Create settings
| Field Name | Description |
| Settings name | Select setting name from the list.
User can click on the Toggle to enable payment mode for Multiple Payment mode and Company wise payments. Toggle turns to green in color when user selects |
| Account | Select account name from the list |
Apply all the details and click on “SAVE” to save the payment setting details.
Activity
| Comments | User can write short notes or comments about the Payments settings |
| Audit | |
| Created Date | Date of creation of the Payment Settings |
| Created By | Name of the person who created the Payments settings |
| Last Updated Date | Last stage changed of the Payments settings |
| Last updated by | Name of the person who last updated the stage |
| Status | This section displays the current status of the Payments settings |
| Time-Line | This widget tracks all the activities within the app. |