Payment Method Field in Sales Invoices and Credit Notes
First: What is “Payment Method” in a Sales Invoice or Credit Note?
Payment Method is an informational field only within a sales invoice or credit note that shows how the amount was or will be paid, such as:
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Cash
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On credit
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Bank account transfer
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Bank card
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Unspecified
⚠️ Very Important:
Payment Method does NOT affect accounting entries at all; it is merely a description within the invoice and is an optional field.
Does selecting a Payment Method on a sales invoice or credit note affect the accounts?
No.
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Selecting a payment method on a sales invoice such as “Cash” does not create a receipt voucher, and selecting “Bank” does not move the bank account
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No financial transaction is recorded automatically based on the payment method used in the sales invoice or credit note
To actually prove payment, you must:
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Create a receipt voucher from the Vouchers section
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Or allocate a payment to the invoice
Otherwise, the invoice will remain unpaid (on credit)
When does the Payment Method field appear when creating a sales invoice or credit note?
Payment methods appear only when:
Enabling E-Invoicing
How to Enable E-Invoicing
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Go to Settings
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Select General Settings
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Select Country: Saudi Arabia
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Enable the E-Invoicing option
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Click Save
If the Payment Method field does not appear when creating an invoice or credit note
Check the following:
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Is E-Invoicing enabled?
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Are you within a sales invoice or credit note?
Payment methods do not appear in other documents
Where does the Payment Method field appear?
Within:
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Sales invoices
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Credit notes
You can view a report showing the payment method for sales invoices or credit notes for a specific customer through:
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Customer Statement Report accessible through Reports and then “Customer Statement Report”, then select the customer name and their invoices will appear with a column for payment method.
Is filling in the Payment Method field mandatory when creating a sales invoice or credit note?
No.
You can issue the invoice without selecting a payment method as it is an optional field
Can the Payment Method field be modified after creating the invoice?
The Payment Method field can be modified if the invoice is:
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Draft
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Pending Approval
Cannot be modified after:
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Save and Approve
Can new payment methods be added to the options that appear in the Payment Method field?
No.
The options are pre-defined and cannot be modified or replaced with others
Can a default option be set for the Payment Method field for all sales and purchase invoices?
No.
It must be selected manually for each invoice (if desired)
Displaying Payment Method in Print
You can display the Payment Method on all designs of sales invoices and credit notes in print/export using the field added in “Payment Method” when creating the invoice or credit note, using either the default designer or the new designer
Steps:
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In the default designer or new designer, you can now insert the field
{{%%payment_mean%%}}anywhere within the design for invoices and credit notes-
Through the new designer:
Go to Settings, then General Settings, then select “Sales Invoice Settings” or “Credit Note Settings”, then scroll down to the bottom of the page and click on Invoice Designer or Tax Invoice Designer, then place your mouse on the location where you want to display the payment method, then click on (…) next to the toolbar, then click on the “Document Details” option and select “Payment Method” then Save -
If you are using the default designer, you will see “Try the New Designer” at the bottom of the page, meaning the new designer is not enabled. You can add the payment method on the default designer through the same page (go to Settings, then General Settings, then select “Sales Invoice Settings” or “Credit Note Settings”), then scroll down to the “Print Settings – Sales Invoices” section or uncheck “Default Format”, then in “Page Header” place your mouse in 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.
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Helpful explanatory content on how to add the payment method: https://releases.qoyod.com/release/pfDN9-adaf-tryk-aldfaa-al-msmm-foatyr-almbyaaat-oalashaaarat-aldayn
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⚠️ If the field is not added to the design → it will not appear in print
Alternative for “Payment Method” field if E-Invoicing is not enabled
If your establishment is not required to use E-Invoicing:
You can add a “Payment Method” field as a custom field
Steps:
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Go to Settings
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Select Custom Fields
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Select the service:
Sales Invoices, Price Quotes, and Credit Notes -
Field Type: Text
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Name: “Payment Method”
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Save
It will appear in:
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Additional Information tab within the invoice
⚠️ Important:
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This field is text only
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It will not be a dropdown list
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Invoices can be filtered based on it from the filter options at the top of sales invoices or credit notes.
Explanatory Video
Keywords:
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Why don’t payment methods appear when I create an invoice?
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How to add a payment method
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I can’t find payment methods in the invoice, how do I display them?
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How do I add payment methods when I issue an invoice?
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Why don’t payment methods appear when creating an invoice?
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How do I verify that E-Invoicing is enabled?
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Where do I find the option to enable E-Invoicing?
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Do I have to enable E-Invoicing for payment methods to appear?
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How do I enable E-Invoicing for payment methods to appear?
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Are there other options for payment methods to appear if I don’t enable E-Invoicing?
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If I enable E-Invoicing, do payment methods appear immediately?
