Display Payment Account, Amount Paid, and Payment Method on Sales Invoices and Credit Notes

You can add the payment method (the account through which payment was made) and the amount paid to invoices and business documents:

By going to Settings, then General Settings, then selecting Sales Invoice Design for example, and then:

Add both fields in the same row:

1. Place your cursor in the first column, then click on the (…) icon next to the toolbar, and select “Document Details” ← “Amount Paid”.

2. Place your cursor in the corresponding column in the same row, then click on the (…) icon next to the toolbar, and select “Document Details” ← “Payment Method”.

Very Important: Both fields must be in the same row and each one in a separate column, so the data displays correctly when printing.

Additional Notes:

• Ensure that all columns are properly linked in the designer to ensure payment data is displayed accurately on the invoice.

• If the payment method code “%%payment_method%%” and the amount paid “%%payment_amount%%” are not added correctly opposite each other in the same row in separate columns, the amount paid will appear as “%%payment_amount%%” when printing the invoice.

Common Issue and Its Solution

Sometimes when printing the invoice, you see strange text like this:

%%payment_amount%%

Instead of the actual amount paid.

Why does this happen? Because the “Payment Method” and “Amount Paid” fields are not added correctly in the designer.

Solution:

1. Delete any manually written code.

2. Go back to the designer and click on (…) ← Document Details.

3. Select Payment Method and Amount Paid from the menu.

4. Ensure they are in the same row and each one in a separate column.

Here is the helpful illustrated content that shows how to add the payment method and amount paid, add the date and time of invoice creation, add the date and time of invoice printing/downloading, and add the reference of the original invoice for debit/credit notes: click here

Here is the helpful illustrated content that shows how to add the payment method and amount paid, add the date and time of invoice creation, add the date and time of invoice printing/downloading, and add the reference of the original invoice for debit/credit notes: https://releases.qoyod.com/release/3k6fz-adafat-aal-msmm-almstndat-altgary-algdyd

Adding “Payment Method” to Sales Invoice and Debit Note Designer

You can display Payment Method on all Sales Invoice and Debit Note designs in print/export and added in the “Payment Method” section on the invoice or debit note, whether using the default designer or the new designer

Steps:

• In the default designer or new designer, you can now insert the field {{%%payment_mean%%}} anywhere in the design for invoices and debit notes

  • Through the new designer
    Go to Settings, then General Settings, then select “Sales Invoice Settings” or “Debit Note Settings,” then scroll to the bottom of the page and click on Invoice Designer or Tax Invoice Designer, then position your mouse at the location where you want to display the payment method and then click on (…) next to the toolbar, then click on “Document Details” and select “Payment Method” and then save

  • If you are using the default designer, you will see “Try the New Designer” at the bottom of the page, which means the new designer is not enabled. You can add the payment method to the default designer through the same page (go to Settings, then General Settings, then select “Sales Invoice Settings” or “Debit Note Settings”) and scroll to the “Print Settings – Sales Invoices” section or uncheck “Default Format,” then in “Page Header,” position your mouse at the location where you want to display the payment method and click on “Document Details” in the toolbar, then click “Save” at the bottom of the page.

    • Helpful illustrated content explaining how to add the payment method: https://releases.qoyod.com/release/pfDN9-adaf-tryk-aldfaa-al-msmm-foatyr-almbyaaat-oalashaaarat-aldayn

What’s the benefit?

• Clarify the payment method for customers (cash, on credit, bank transfer, etc.).

• Improve customer experience and enhance professionalism in sent documents.

• Compliance with ZATCA (Zakat, Tax and Customs Authority)

Important Note:

• The name of the payment method for receipt/payment vouchers has been changed to Payment Account

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