Payment methods

The Payment methods list contains the methods by which documents are paid - for example bank transfer, cash or payment card. You select the payment method on an invoice and a sales receipt.

You will find payment methods in the menu Other → Code lists → Payment methods. For a payment method you set:

• “Name”
• “Requires entering a bank account” - the bank account and a QR code for payment are filled in on the invoice, and the IBAN in the e-invoice
• “Payment is made in cash” - the total amount of the document is rounded according to the cash setting of the currency
• “Default payment method in forms” - only one can be the default

ReFIS uses some payment methods in imports and e-invoices - for example bank transfer or cash. Do not delete them; rename them if necessary.

• Invoices and proforma invoices
• Sales receipts
• Payment terms