Adding Custom Payment Methods on the Account

  • In Daftra  software, users can define additional payment methods to appear as one of the choices in payment or collection screens within the account. These can also be linked to one of the cash treasuries or bank accounts, just like the main payment methods.
  1. From the main menu, click on “Settings”.
  2. Select “Payment Methods” from the menu.
  3. Click on “New Custom Payment Method” at the top of the page.
  4. Fill in the new payment method details:
    • Name: The name of the payment method as it will appear in payment and collection screens within the account.
    • Availability For Online Clients: This prevents/allows clients from using this payment method when paying invoices electronically. For more details, you can refer to the “Client Electronic Payment guide.
    • Instructions: This clarifies information to clients about how to use the payment method.
    • Default Treasury: Specify the treasury or bank account directly linked to the payment method. This ensures that deposits or withdrawals are made from the specified treasury whenever this payment method is chosen within the application’s payment or collection screens.
    • Status (Active/ Inactive): This activates the payment option across all payment and collection screens in the account.
    • Payment Fees: Allows the addition of extra fees on payment methods to mimic the commission fees on credit card direct deductions or bank transfers. These can be adjusted and chosen from among:
      • Percentage: Define a percentage calculated from the original paid amount, deducted as a payment commission fee.
        • Through this method, you can also add a fixed amount in addition to the defined percentage.
      • Fixed Amount: A specific amount is deducted from the paid value through the payment method and is considered a payment commission fee.
      • Minimum Amount: Used alongside the “Percentage” method to set a minimum amount that should be deducted from payment values.
      • Taxes: Specify the type of tax added to the “Payment Fee” if any.
        • Note: If you choose to apply taxes on payment fee, this will directly affect the tax reports.
  5. Click the “Submit” button to add the custom payment method to the account.