Payment methods, settings, and permissions

Administrators manage these methods via **System Settings → Finance → Payment methods**. Here, you can add a name, bank Invoice, or description, and toggle the method's active status. It is best not to delete a method that has already been used in historical records without considering the consequences; often, simply deactivating it for new entries suffices.

Last updated 20 days ago

Assign specific permissions within the role for viewing, creating, editing, deleting, and exporting payments. Visibility may be restricted based on the associated Invoices or Proforma Invoices vendor, creator, and organization. Mere permission to view a document does not necessarily grant the right to create or delete a payment.

General Finance settings allow you to manage transaction date limits, payment letters, automatic overpayment application, and cash document numbering. Coordinate these changes with your accounting department.

If the Edit or Delete action is inactive, check the permissions, the financial date, and the transaction's origin. A payment received via integration can only be managed within the external system.

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