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Payment methods

  • Go to Settings -> Payment Methods -> Create New
  • Fill in the payment method fields:
    • Type Bank, cash, offsetting or other
    • Code (E.g., an abbreviation of the name of the bank + last digits of the bank account – SWED8789)
    • Description (E.g., Bank name and account number)
    • IBAN
    • Bank name (on invoice) Bank name that appears on the sales invoice
    • SWIFT Necessary to fill in if you want to place payments in the bank as well
    • Show on invoice Check if you want this payment method to appear on the sales invoice
    • Currencies A separate financial account must be defined for each currency. It is mandatory to specify at least one currency for each payment method