Clarification on why the account does not appear during payment, as this depends on the payment method you use. Are you paying via manual entry or receipt?
Steps
-
If you pay via manual entry
-
The account must be at the third level or deeper in the chart of accounts.
-
If the account is primary and has sub-accounts, the primary does not appear; you must select one of the sub-accounts.
-
Check that the account is not archived. If it is archived, restore it from the archive.
-
-
If you pay via receipt (collection or payment)
-
Ensure the account is added to the chart of accounts and has the “Can Pay and Collect” option enabled.
-
Go to Settings > Users.
-
Click Edit next to the user name.
-
Check the accounts that the user is allowed to use for payments and collections.
-
Select the appropriate accounts and click Save.
-
Important Notes
-
Level 1 and Level 2 accounts do not appear in manual entries.
-
An archived account does not appear unless you restore it.
-
The primary account does not work in manual entries; use the sub-accounts.
-
If the account is not assigned to the user’s permissions, it will not appear in the receipt.
-
The account must have “Can Pay and Collect” enabled to appear.
Keywords
-
Why don’t accounts appear when I create a receipt?
-
Why doesn’t the bank account appear in customer receipts?
-
When I create a collection receipt, no account appears for me?
-
How do I confirm that the account is valid for payments and collections?
-
The account is added to the chart but doesn’t appear in the receipt?
