{"id":3958,"date":"2022-08-07T13:28:05","date_gmt":"2022-08-07T13:28:05","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d8%ae%d8%aa%d9%8a%d8%a7%d8%b1-%d8%a7%d9%83%d8%ab%d8%b1-%d9%85%d9%86-%d9%88%d8%b3%d9%8a%d9%84%d8%a9-%d8%af%d9%81%d8%b9-%d9%81%d9%8a-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9\/"},"modified":"2023-12-08T09:30:54","modified_gmt":"2023-12-08T09:30:54","slug":"choosing-more-than-one-payment-method","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/choosing-more-than-one-payment-method\/","title":{"rendered":"Choosing more than one Payment Method"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<div style=\"line-height: 2;\"><\/div>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Daftra provides the functionality of recording payments on invoices using more than one payment method simultaneously.<strong style=\"color: #111827;\"> For example,<\/strong> you can partially pay the invoice in <strong style=\"color: #111827;\">\u201ccash\u201d<\/strong> and then complete the rest of the payment with a<strong style=\"color: #111827;\"> \u201ccredit card\u201d<\/strong>.<\/span><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\"><strong style=\"color: #111827;\">Note:<\/strong> Make sure to activate the desired payment methods first in the <strong style=\"color: #111827;\">\u201cPOS Settings\u201d<\/strong> in your account by selecting them from the <strong style=\"color: #111827;\">\u201cEnabled Payments\u201d<\/strong> option. For more details, you can refer to the <strong style=\"color: #111827;\">\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/pos-settings\/\" style=\"color: #1a56db;\">POS Settings<\/a>\u201c<\/strong>\u00a0guide.<\/span><\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on<strong style=\"color: #111827;\"> \u201cPOS\u201d<\/strong> from the main menu.<\/span><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on <strong style=\"color: #111827;\">\u201cStart Selling\u201d<\/strong> to proceed to the sales screen.<\/span><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Inside the <strong style=\"color: #111827;\">\u201cSales Screen\u201d<\/strong>:<\/span><\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Select the desired client from the top left of the screen by clicking on the icon <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2022\/08\/Client-Profile.png\" width=\"27\" height=\"27\" style=\"max-width: 100%; height: auto;\">.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Select the items you want to include in the invoice.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on the<strong style=\"color: #111827;\"> \u201cPayment\u201d<\/strong> button.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Choose the first payment method for the invoice.<\/span>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-size: 13.3333px;\"><strong style=\"color: #111827;\">Note:<\/strong> The system automatically selects the default payment method, and you can change it by modifying the \u201cDefault Payment Method\u201d in the <strong style=\"color: #111827;\">\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/pos-settings\/\" style=\"color: #1a56db;\">Point of Sale Settings<\/a>\u201c<\/strong>.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Enter the amount paid using the first payment method in the <strong style=\"color: #111827;\">\u201cPayment amount\u201d<\/strong> field.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Go back to the payment methods and select the second payment method.<\/span>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-size: 13.3333px;\"><strong style=\"color: #111827;\">Note:<\/strong> The system automatically calculates the remaining amount on the invoice in the <strong style=\"color: #111827;\">\u201cPayment amount\u201d<\/strong> field.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the<strong style=\"color: #111827;\"> \u201cConfirm\u201d<\/strong> button to save the invoice.<\/span><\/span><span style=\"font-weight: 400;\"><br>\n<\/span><\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">By doing so, the invoice will be issued using two payment methods to prove the payment, and you can add more payment methods as needed by modifying the <strong style=\"color: #111827;\">\u201cPayment Amount\u201d<\/strong>\u00a0value in the payment screen.<\/span><\/p>\n<\/div>\n","protected":false},"author":5,"featured_media":0,"template":"","categories":[2167,2164],"tags":[4066,4064,4065],"class_list":["post-3958","tutorial","type-tutorial","status-publish","hentry","category-pos-screen","category-point-of-sales","tag-payment-amount","tag-payment-methods","tag-pos-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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