Payment modes define how customers pay you and how your team categorizes payments when recording them.
What is a payment mode?
Examples include check, bank transfer, credit card, cash, or ACH. Each mode can include bank account details shown on invoice PDFs so clients know where to send funds.
Add or edit a payment mode
- Go to Setup → Sales → Payment Modes.
- Click Add New Payment Mode or edit an existing mode.
- Enter the payment mode name.
- Add bank account / description text that should appear on invoices when this mode is selected.
- Save.
Allowed payment modes on invoices
When creating an invoice, check the modes under Allowed payment modes. Only checked modes appear to the client for online payment and on the invoice PDF instructions.
Recording payments
The payment mode you select when recording a payment classifies the transaction in lists and reports.
Tip
Create separate modes for each bank account you actively use so deposits reconcile cleanly.