{"id":26817,"date":"2024-12-17T12:54:48","date_gmt":"2024-12-17T12:54:48","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=26817"},"modified":"2024-12-17T12:54:59","modified_gmt":"2024-12-17T12:54:59","password":"","slug":"enabling-using-payment-account-or-bank-account","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/enabling-using-payment-account-or-bank-account\/","title":{"rendered":"Enabling &#038; using Payment account or bank account"},"content":{"rendered":"<div class=\"fusion-text fusion-text-1\">\n<h1 class=\"fusion-responsive-typography-calculated\"><span id=\"What-is-payment-accounts-in-Xodox POS\">What is payment accounts in Xodox POS?<\/span><\/h1>\n<p>Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier, or deposit the amount received from a customer here.<\/p>\n<h1 class=\"fusion-responsive-typography-calculated\"><span id=\"Enabling-Payment-account\">Enabling Payment account<\/span><\/h1>\n<ul>\n<li>Go to <strong>Settings -&gt;Business Settings -&gt; Modules<\/strong><\/li>\n<li>Enable payment \u2018Account\u2019 option<\/li>\n<li>Save it.<\/li>\n<li>After saving you will see the \u201cPayment accounts\u201d option will be visible in the left navigation bar.<\/li>\n<\/ul>\n<h1 class=\"fusion-responsive-typography-calculated\"><span id=\"Payment-account-type-sub-type\">Payment account type &amp; sub-type<\/span><\/h1>\n<ol>\n<li>Go to <strong>Payment accounts -&gt; List accounts -&gt; Account Types<\/strong><\/li>\n<li><strong>Account type:<\/strong> to add an account type click on Add button and enter the name of the account type and submit. Keep the Parent account type unselected.<\/li>\n<li><strong>Sub-Account type:<\/strong> To add a sub-account type click on Add button, enter the name of the sub-account type and select the Parent-account-type.<\/li>\n<li>When creating an account you can select the account type as per your need.<\/li>\n<\/ol>\n<h1 class=\"fusion-responsive-typography-calculated\"><span id=\"Creating-Payment-accounts\">Creating Payment accounts<\/span><\/h1>\n<ol>\n<li>To create a payment account, Go to Payment Accounts -&gt; List Accounts, click on Add button<\/li>\n<li>Fill in all the details like name, account number, Account type, opening balance, Account details &amp; notes.<\/li>\n<li><strong>Account Details: <\/strong>Here you can add any additional account details, like for example UPI ID, SWIFT code, BIN number, etc which vary depending on the accounts.<\/li>\n<\/ol>\n<h1 class=\"fusion-responsive-typography-calculated\"><span id=\"Transferring-funds-between-Payment-accounts\">Transferring funds between Payment accounts:<\/span><\/h1>\n<p>You can transfer funds between the payment accounts.<\/p>\n<p>In the Payment Accounts -&gt; List Accounts, click on fund transfer.<\/p>\n<p><a href=\"#\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-31185 aligncenter\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/Default-Image-Images-\u2013-Browse-43060-Stock-Photos-Vectors____.png\" alt=\"\" width=\"518\" height=\"285\" \/><\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>What is payment accounts in Xodox POS? Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier, or deposit the amount received from a customer here. Enabling Payment account Go to Settings -&gt;Business Settings -&gt; Modules Enable payment \u2018Account\u2019 option Save it. After saving you will see the \u201cPayment accounts\u201d option will be visible in the left navigation bar. Payment account type &amp; sub-type Go to Payment accounts -&gt; List accounts -&gt; Account Types Account type: to add an account type click on Add button and enter the name of the account type and submit. Keep the Parent account type unselected. Sub-Account type: To add a sub-account type click on Add button, enter the name of the sub-account type and select the Parent-account-type. When creating an account you can select the account type as per your need. Creating Payment accounts To create a payment account, Go to Payment Accounts -&gt; List Accounts, click on Add button Fill in all the details like name, account number, Account type, opening balance, Account details &amp; notes. Account Details: Here you can add any additional account details, like for example UPI ID, SWIFT code, BIN number, etc which vary depending on the accounts. Transferring funds between Payment accounts: You can transfer funds between the payment accounts. In the Payment Accounts -&gt; List Accounts, click on fund transfer.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[68],"doc_tag":[77],"class_list":["post-26817","docs","type-docs","status-publish","hentry","doc_category-payment-accounts","doc_tag-pos"],"acf":[],"year_month":"2026-04","word_count":247,"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":"Payment Accounts","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/payment-accounts\/"}],"doc_tag_info":[{"term_name":"pos","term_url":"https:\/\/help.xodox.in\/pt\/docs-tag\/pos\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Enabling &amp; using Payment account or bank account - 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\/enabling-using-payment-account-or-bank-account\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enabling &amp; using Payment account or bank account - My CMS\" \/>\n<meta property=\"og:description\" content=\"What is payment accounts in Xodox POS? Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier, or deposit the amount received from a customer here. Enabling Payment account Go to Settings -&gt;Business Settings -&gt; Modules Enable payment \u2018Account\u2019 option Save it. After saving you will see the \u201cPayment accounts\u201d option will be visible in the left navigation bar. Payment account type &amp; sub-type Go to Payment accounts -&gt; List accounts -&gt; Account Types Account type: to add an account type click on Add button and enter the name of the account type and submit. Keep the Parent account type unselected. Sub-Account type: To add a sub-account type click on Add button, enter the name of the sub-account type and select the Parent-account-type. When creating an account you can select the account type as per your need. Creating Payment accounts To create a payment account, Go to Payment Accounts -&gt; List Accounts, click on Add button Fill in all the details like name, account number, Account type, opening balance, Account details &amp; notes. Account Details: Here you can add any additional account details, like for example UPI ID, SWIFT code, BIN number, etc which vary depending on the accounts. Transferring funds between Payment accounts: You can transfer funds between the payment accounts. 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Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier, or deposit the amount received from a customer here. Enabling Payment account Go to Settings -&gt;Business Settings -&gt; Modules Enable payment \u2018Account\u2019 option Save it. After saving you will see the \u201cPayment accounts\u201d option will be visible in the left navigation bar. Payment account type &amp; sub-type Go to Payment accounts -&gt; List accounts -&gt; Account Types Account type: to add an account type click on Add button and enter the name of the account type and submit. Keep the Parent account type unselected. Sub-Account type: To add a sub-account type click on Add button, enter the name of the sub-account type and select the Parent-account-type. When creating an account you can select the account type as per your need. Creating Payment accounts To create a payment account, Go to Payment Accounts -&gt; List Accounts, click on Add button Fill in all the details like name, account number, Account type, opening balance, Account details &amp; notes. Account Details: Here you can add any additional account details, like for example UPI ID, SWIFT code, BIN number, etc which vary depending on the accounts. Transferring funds between Payment accounts: You can transfer funds between the payment accounts. 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