Payment Settings
Choose the payment method categories your business uses — the enabled ones become the options on receipts, payments, and other payment documents.
Navigate to: Settings → Finance & controls → Financial controls → Payment methods
Payment methods are the categories your team can pick when recording receipts (customer payments), vendor payments and other payment documents. Select the ones you use; leave the rest off to keep payment records clean.
Built-in Payment Methods
| Payment Method | Common Use Cases |
|---|---|
| Bank Transfer | B2B invoice payments, large transactions, international payments, vendor bill payments. Selected by default. |
| Check | Traditional B2B payments and vendor payments in regions where cheques remain common. |
| Cash | Retail point-of-sale, petty cash, walk-in customer payments. |
| Credit Card | Card payments taken in person or through an external provider and recorded here. |
| Debit Card | As above; shown separately so the receipt states which card type was used. |
| Online Payment | Money settled by an online provider — recorded as a receipt with this method and the provider's reference. |
| Other | Anything that does not fit the categories above. |
Click a category to select or clear it. At least one must remain selected — clearing the last one is refused.
Custom Payment Methods
Add your own categories when the built-in list is not enough — for example "Voucher" or a regional wallet type.
- Type the name (up to 50 characters) and click Add or press Enter
- A name that matches a built-in method or an existing custom one is refused as a duplicate
- Remove a custom method with the × on its pill
A payment method says how money moved (cash, card, transfer). Where it landed — which bank account or terminal — is a payment account, chosen on the receipt or payment itself. Do not add a bank or terminal here.
Where the List Appears
The selected methods become the options in:
- The receipt recording form (Sales module)
- The sales receipt and POS payment step
- The vendor payment form (Purchases module)
- Other payment documents that ask for a method
Removing a method that was previously used does not change existing records — historical payments keep their original method label. It simply stops being offered on new documents.
Trabalance does not connect to a card or online payment provider today. Money your provider settles is recorded as a receipt with the Online Payment (or Credit / Debit Card) method. See Payment Gateways.