{"id":1633,"date":"2024-11-22T15:28:43","date_gmt":"2024-11-22T15:28:43","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1633"},"modified":"2024-12-09T15:00:00","modified_gmt":"2024-12-09T15:00:00","password":"","slug":"payment-modes","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/payment-modes\/","title":{"rendered":"Payment Modes"},"content":{"rendered":"<div class=\"entry-content\">\n<p>To add new payment mode go to <strong>Setup-&gt;Finance-&gt;Payment Modes<\/strong>\u00a0and click on the top left button <strong>New Payment Mode<\/strong><\/p>\n<ul>\n<li>Payment Mode Name \u2013 Eq. Bank<\/li>\n<li>Bank Accounts \u2013\u00a0Description \u2013 Give payment mode description, will be shown on invoice html area. You can add bank account number, iban, swift etc..<\/li>\n<li>Active \u2013 Enable\/Disable payment mode, if payment mode is disabled won\u2019t be shown in invoice when add\/edit.<\/li>\n<li>Show Bank Accounts \/ Description on Invoice PDF \u2013 If checked description will be shown on invoice pdf.<\/li>\n<li>Selected by default on invoice \u2013 Check this field if you wan\u2019t to be selected by default when creating new invoice<\/li>\n<li>Expenses Only \/ Invoices Only \u2013 In case you have a lot payment modes for expenses and invoices and the payment mode you are creating will be only used for invoices check Invoices only, in this case the payment mode won\u2019t be shown as option when recording new expense.<\/li>\n<\/ul>\n<p>The following payment modes are offline modes, online payment modes can be configured in <strong>Setup\u00a0-&gt; Settings -&gt;Payment Gateways<\/strong><\/p>\n<h3 id=\"troubleshooting\"><strong>Troubleshooting<\/strong><\/h3>\n<h4 id=\"payment-modes-not-shown-on-invoice\"><strong>Payment modes not shown on invoice<\/strong><\/h4>\n<p>You can read more about this <a href=\"#\">here<\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>To add new payment mode go to Setup-&gt;Finance-&gt;Payment Modes\u00a0and click on the top left button New Payment Mode Payment Mode Name \u2013 Eq. Bank Bank Accounts \u2013\u00a0Description \u2013 Give payment mode description, will be shown on invoice html area. You can add bank account number, iban, swift etc.. Active \u2013 Enable\/Disable payment mode, if payment mode is disabled won\u2019t be shown in invoice when add\/edit. Show Bank Accounts \/ Description on Invoice PDF \u2013 If checked description will be shown on invoice pdf. Selected by default on invoice \u2013 Check this field if you wan\u2019t to be selected by default when creating new invoice Expenses Only \/ Invoices Only \u2013 In case you have a lot payment modes for expenses and invoices and the payment mode you are creating will be only used for invoices check Invoices only, in this case the payment mode won\u2019t be shown as option when recording new expense. The following payment modes are offline modes, online payment modes can be configured in Setup\u00a0-&gt; Settings -&gt;Payment Gateways Troubleshooting Payment modes not shown on invoice You can read more about this here<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[28,39],"doc_tag":[],"class_list":["post-1633","docs","type-docs","status-publish","hentry","doc_category-sales","doc_category-setup-configuration"],"acf":[],"year_month":"2026-05","word_count":191,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Sales","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/sales\/"},{"term_name":"Setup &amp; Configuration","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/setup-configuration\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Payment Modes - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/payment-modes\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Payment Modes - My CMS\" \/>\n<meta property=\"og:description\" content=\"To add new payment mode go to Setup-&gt;Finance-&gt;Payment Modes\u00a0and click on the top left button New Payment Mode Payment Mode Name \u2013 Eq. 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