Payment methods

In the settings under "Finances" and then under "Payment methods", you define which payment methods are available in Die Agenturverwaltung and where each one is posted: in the cash book, by direct debit, or as a credit card payment. In addition, you can assign a general ledger account to each payment method.

Create new payment method

1. At the top right, on Create payment method click.

2. Assign a unique name.

3. Enable the toggles for the desired areas (cash book, direct debit, credit card).

4. Assign a general ledger account if needed.

5. Save.

In addition, you can define which payment method the cash book reflects.