What it is
A catalogue of the exact means used to pay. It is one level finer than the Payment type.
It is managed from the Payment menu, which groups four sections: Payment terms, Payment day, Payment type and Payment method (this one). Payment method is the simplest of them all: each record has a single piece of data, its Name.
In practice, Type and Method are very similar. Some organisations only use Type. Others use both to draw finer distinctions ("Type: Card" + "Method: Business Visa card").
What it is for
- Keep the list of specific means of payment (for example "BBVA transfer", "Stripe terminal 1", "Corporate Bizum").
- Reuse those means when assigning the company's default invoicing method.
- Draw distinctions that the Payment type does not capture (the same "Card" may be "Business Visa" or "Personal Mastercard").
How to use it
- Open the Payment menu and go into the Payment method option.
- You will see the list with two columns: ID and Name.
- Click Add to create a new one, or click a row to edit it. The Payment Method dialogue opens.
- Type the Name and click Save.
- For bulk actions, tick the rows and use Duplicate or Delete; or use Import / Export to move several at once.
Fields on the record
| Field | Type | What it is for |
|---|---|---|
| Name | Text (required) | What the method is called (for example "BBVA transfer", "Stripe terminal 1", "Corporate Bizum"). It is the only field on the form. |
Buttons and actions — what each one is for
Literal text exactly as it appears on screen. The editing dialogue is titled Payment Method; the containing menu is titled Payment.
| Button / Control (text on screen) | What it is for |
|---|---|
| Payment (menu) | Menu containing all the payment options: Payment terms, Payment day, Payment type and Payment method. |
| Payment terms (menu option) | Opens the settings list of payment terms (card, transfer, cash and so on). Only visible with the payForm_edit permission. |
| Payment day (menu option) | Opens the settings list of payment days (for example the 15th of every month). Only visible with the payDay_edit permission. |
| Payment type (menu option) | Opens the settings list of payment types (cash on delivery, 30 days credit and so on). Only visible with the payType_edit permission. |
| Payment method (menu option) | Opens the list of payment methods (this section). Only visible with the PayMethod_edit permission. |
| Name (dialogue field) | Field where you type what the method is called. It is required: without it the record cannot be saved. |
| Add | Opens the Payment Method dialogue to create a new one. It appears disabled if the plan limit has been reached. |
| Save | Creates the new method or saves the changes to the one you are editing. Only enabled if you have made a change and the form is valid (Name filled in). |
| Cancel | Closes the dialogue without saving anything. |
| Duplicate (table action) | Creates a copy of the methods selected in the list. It opens a confirmation dialogue first. Copy icon. |
| Delete (table action) | Deletes the methods selected in the list. It opens a confirmation dialogue before deleting. Red bin icon. |
| Import / Export | Opens a dialogue to import or export payment methods in bulk (mass upload/download). Only visible if you have the allow_Import or allow_Export permission. |
| ID (table column) | Unique identifier of the method within the list. You can sort by this column. |
| Name (table column) | Name of the method exactly as you saved it. You can sort by this column. |
Key concepts
- Payment Method: the specific means or form in which a payment is processed or recorded. It is used across the whole system. The list is managed in this section.
- Payment Terms: the specific channel or instrument (credit card, bank transfer, cash and so on). It is configured in the Payment terms option of the Payment menu.
- Payment Type: the category of the payment according to its terms (cash on delivery, 30 days credit and so on). It is configured in the Payment type option of the Payment menu.
- Payment Day: the specific day of the month or cycle on which the payment is processed (for example the 15th of every month). It is configured in the Payment day option of the Payment menu.
- Permission
PayMethod_edit: the role permission that authorises viewing and editing the payment method settings. Without it, the Payment method option does not appear in the menu.
How the default is assigned
The default method is configured in Company → Billing address → Default parameters → Payment method.
Features by plan / role
- TRY / STD / PRO / FULL: the section is available on every plan (TRY+ badge).
- Role permissions:
PayMethod_edit— view and edit Payment method (this section).payForm_edit,payDay_edit,payType_edit— control the visibility of the other three options in the Payment menu.allow_Import/allow_Export— show the Import / Export button.
Frequently asked questions
Q: How do I create a new payment method?
A: Go into the Payment → Payment method menu and click Add. The Payment Method dialogue opens: type the Name and click Save.
Q: What is the Add button for?
A: It opens the dialogue to create a new payment method. If it is disabled, it is because your plan has reached the limit of methods allowed.
Q: I clicked edit but the Save button is greyed out. Why?
A: Save is only enabled when you have made a change and the form is valid. If you have not touched anything, or the Name field is empty, the button stays disabled. Type or change the Name and it will become available.
Q: What is Duplicate for in the list?
A: Tick one or several methods in the table and click Duplicate to create copies of them. You will be asked to confirm first.
Q: How do I delete a payment method?
A: Tick the method (or several) in the list and click Delete. A confirmation dialogue appears before they are permanently deleted.
Q: What does the Import / Export button do?
A: It opens a dialogue to upload or download payment methods in bulk, rather than one at a time. You will only see it if you have the allow_Import or allow_Export permission.
Q: What is the difference between Payment method, Payment type and Payment terms?
A: Payment terms is the instrument (card, transfer, cash). Payment type is the condition (cash on delivery, 30 days credit). Payment method is the exact means, the finest level (for example "Business Visa card"). All three are configured from the Payment menu.
Q: When should I use Type and when Method?
A: If all you need to know is "Cash / Card / Transfer", use Type. If you need to tell "Business Visa card" from "Personal Mastercard", use Method.
Q: Is there any link between Type and Method?
A: No, they are independent in the system. Each document or customer can carry a Type and a Method without the two having to match.
Q: Can I leave Method empty?
A: Yes. Many organisations only work with Type and leave Method unconfigured.
Q: I cannot see the Payment method option in the Payment menu. Why?
A: You are missing the PayMethod_edit permission. Each option in the Payment menu is shown according to its own permission (payForm_edit, payDay_edit, payType_edit, PayMethod_edit). Ask your administrator for it.