Payment methods

Configuration → Payment Methods holds the ways a customer can settle. A new workspace has one, Bank Transfer.

An order or invoice cannot be released without a method.

Add a method

1. Open Configuration → Payment Methods and choose Create. It opens in a dialog.

2. Enter a Name. It is what people pick — PayPal, Kreditkarte, Nachnahme — and what the printed document shows.

3. Choose the Means: Bank Transfer, Card, Cash, Cheque, Online Payment Service, or Not Specified. This is what the e-invoice transmits, and several methods may share one — a card scheme and a wallet are both online payment services to the standard, and each keeps its own entry here. Choose Not Specified when none of the others describes the method: the e-invoice then leaves the instrument undefined rather than naming a wrong one.

4. Save.

How a method reaches a document

The same cascade as the terms beside it: the customer’s own Payment Method wins, and when the customer names none the profile’s Default Payment Method applies. A method picked by hand on a document is never overwritten.

Put the common case on the profile — a webshop profile settling by wallet, a wholesale profile by transfer — and override it per customer.

The printed order and invoice name the method, and show the company’s bank account only when the means is Bank Transfer.

What it is not

A method says how the money moves. When it is owed is Payment terms, and the two are set separately. Paying before dispatch is terms of nought days, not a method of its own.