{"id":8902,"date":"2023-03-05T06:51:22","date_gmt":"2023-03-05T06:51:22","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%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":"2025-04-16T13:21:53","modified_gmt":"2025-04-16T13:21:53","slug":"how-to-link-a-payment-method-with-a-specific-treasury","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-link-a-payment-method-with-a-specific-treasury\/","title":{"rendered":"How to Link a 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;\">The system provides you with more than 12 varied payment methods that suit different client segments you have and offers facilities and privileges that reflect on your entire business, not just for collecting payments. In this article, we will learn how to activate the payment methods you want to deal with, and also assign a treasury linked to this payment method.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the default setting, when paying any invoice and selecting a payment method, you find the payment methods linked to the system\u2019s default treasury. What if you wanted to link bank transfers to your bank account instead of this treasury? This is what we will address in this article, but first, make sure you have added different payment methods and more than one treasury to your account.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8904 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31.png\" alt=\"\" width=\"1906\" height=\"784\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31.png 1906w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31-300x123.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31-1024x421.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31-768x316.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h49_31-1536x632.png 1536w\" sizes=\"auto, (max-width: 1906px) 100vw, 1906px\" \/><\/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;\"> dropdown under <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\">, where you will find a list of all available payment options, in addition to the possibility of adding other payment methods by customizing a new payment method.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8906 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15.png\" alt=\"\" width=\"1873\" height=\"782\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15.png 1873w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15-300x125.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15-1024x428.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15-768x321.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-11-30_16h51_15-1536x641.png 1536w\" sizes=\"auto, (max-width: 1873px) 100vw, 1873px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the <\/span><b>&#8220;Manage&#8221;<\/b><span style=\"font-weight: 400;\"> button to view the 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 on the system to link it with the payment method.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You have the ability to activate or deactivate the 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 appear automatically in any payment transaction.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Click on the &#8220;Manage&#8221; button below the payment method you want to change the linked treasury for to view the details:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From the activated payment options you have, choose the treasury linked to the bank transfer method, let it be your bank account. Then 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-8912 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h25_33.png\" alt=\"\" width=\"1519\" height=\"835\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h25_33.png 1519w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h25_33-300x165.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h25_33-1024x563.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h25_33-768x422.png 768w\" sizes=\"auto, (max-width: 1519px) 100vw, 1519px\" \/><\/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;\"> which you linked to the treasury <\/span><b>&#8220;Bank Account,&#8221;<\/b><span style=\"font-weight: 400;\"> and you will 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-8914 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h28_19.png\" alt=\"\" width=\"1345\" height=\"268\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h28_19.png 1345w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h28_19-300x60.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h28_19-1024x204.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-01_10h28_19-768x153.png 768w\" sizes=\"auto, (max-width: 1345px) 100vw, 1345px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2118,2068,2108,2043,2120],"tags":[4064,1868],"class_list":["post-8902","user_manual","type-user_manual","status-publish","hentry","category-finance","category-payment-methods","category-accounting","category-settings","category-treasuries-bank-accounts","tag-payment-methods","tag-1868"],"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 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\/en\/user_manual\/how-to-link-a-payment-method-with-a-specific-treasury\/\" \/>\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 Payment Method to a Specific Treasury - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The system provides you with more than 12 varied payment methods that suit different client segments you have and offers facilities and privileges that reflect on your entire business, not just for collecting payments. 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