Payment modes

The list of ways your firm gets paid — bank transfer, card, cheque, cash, whatever applies — offered as suggestions when somebody records a payment.

When you would use this: to keep the choices on offer tidy and consistent with how your firm actually gets paid.

Adding or editing one: give it a name. There is nothing else to configure — a payment mode is a label, not a live connection to a bank or a gateway.

What each option means: these are suggestions, not a locked list — the field on a recorded payment stays free text underneath, so an unusual payment can still be described accurately even if it does not match one of your named modes exactly.

A narrower view: viewing the list needs only the ability to read invoices; changing it needs a further permission, so a colleague who records payments day to day may not be able to edit the list of modes itself.

When it refuses: "You cannot manage payment modes" means you can see the list used elsewhere but not edit it — ask an Owner or Admin.