Payment Methods

The KashFlow system will allow you to set up multiple payment methods that you are able to apply to invoices and purchase receipts.

Setting Up

To start, go to Settings > Lists> Payment Methods. Use the Payment Methods options to set the following;

Invoice Payment Methods – When you add a payment to an Invoice you can choose how it’s paid – i.e. “BACS, Cash, Cheque, Bank transfer, etc…”

The system will have pre populated Invoice payment methods, however; you may choose to add a new payment method. Use the ‘Add Payment Method’ field to add a new payment method.

Purchase Receipt Payment Methods – When you add a payment to a Purchase Receipt you can choose how it’s paid – i.e. “BACS, Cash, Cheque, Bank transfer, etc… “

The system will have standard Purchase Receipt payment methods, however; you may choose to add a new payment method. Use the ‘Add Payment Method’ field to add a new payment method.

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Applying Payment Method

To apply a payment method to an Invoice go to Invoices> Select the Invoice> Click ‘Add Payment’ located at the bottom right of the screen> Select payment method under ‘Method’ area.

To apply a payment method to a Purchase Receipt go to Purchases> Select the Purchase Receipt> Click ‘Add Payment’ located at the bottom right of the screen> Select payment method under ‘Method’ area.

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