Payment methods
The five system methods, your custom methods and the default method, and where each document and contact uses them.
Account administrators create, edit, archive and choose the default method. Anyone with the «Contacts», «Sales», «Purchases» or «Treasury» permission in view mode can pick a method.
The methods section only shows to administrators who also have the «Sales» permission.
A says how the money moves: bank transfer, card, cash, or other. Your account has one list of methods, used when you record a payment, on each contact and on documents. The also balances method by method.
Where to find it
«Settings» → «Finances» → «Payment methods and SEPA», section «Payment methods». The page also holds «SEPA direct debits».
Options
| Option | What it does | Default |
|---|---|---|
| «System methods» | «Bank transfer», «Credit card», «Cash», «Other» and «SEPA Direct Debit». They can't be renamed, change type or be archived | Always there |
| «Custom methods» | Methods you add, such as “Bizum” or “Cheque”, with a «Visible name», one of the five types and optional «Instructions» (IBAN, beneficiary, payment link…) | None |
| «Default method» | The method Filmo suggests when nothing else applies | «Bank transfer» |
| Archive | Hides a custom method from new choices; payments and documents that use it keep it | — |
A behaves like the type you give it. If you archive the , «Bank transfer» becomes the default again.
Where the method is used
| Where | What the method does |
|---|---|
| Recording a payment | You pick it; it starts on the default method |
| A contact's «Preferences» card | «Payment method»: one or more methods, with the main one marked with the star |
| Invoices, simplified invoices, quotes, proformas and supplier invoices | Each keeps its own method, suggested from the contact's main method, then the contact's first method, then your default method. It can be changed or left empty |
| Cash count | Each active method has its own row |
Good to know
- A document keeps the method it was created with. Changing the contact's method later doesn't change existing documents.
- An invoice whose method is of the SEPA direct debit type creates its direct debit receipt when it's approved. See How SEPA direct debits work.
- Payments Filmo records on its own set the method: a SEPA receipt collection uses «SEPA Direct Debit», and an online payment from the portal uses «Credit card», even if the client paid by bank transfer.
- Contacts with an old free-text payment method are read as one of the five types when Filmo recognizes it, and as «Other» when it doesn't.
If you see an error
| Message | What to do |
|---|---|
| Could not save, with “Solo los administradores pueden cambiar la configuración de la cuenta” | Only an administrator can change methods. |
| Could not archive | System methods can't be archived; only custom ones. |
| The payment window offers no methods | You need the «Contacts», «Sales», «Purchases» or «Treasury» permission. |