How To Add E-Wallet As Payment Method/Wallet

Modified on Thu, 27 Feb at 3:42 PM

If you are using the new version, please refer to: How To Add E-Wallet As Payment Method/Wallet (New Vers.)


How To Add E-Wallet As Payment Method/Wallet

Adding an e-wallet as a payment method allows for seamless digital transactions, making payments and wallet management more convenient and efficient.



1. Click on Cashflow and select 'Wallet'

Click on Cashflow and select 'Wallet'



2. Click on Add New

Click on Add New



3. Select 'OTHERS' from Type

Select 'OTHERS' from Type



4. Set the name as "E-Wallet"

Set the name as "E-Wallet"



5. Click on Show advanced settings

Click on Show advanced settings



6. Add a description (optional)

Add a description (optional)



7. You do not need to select an associated account

(It will auto create a new chart of account for this wallet)

You do not need to select an associated account



8. Check 'Include this account into cashflow calculation' (optional)

Check 'Include this account into cashflow calculation' (optional)



9. Check 'Do bank reconciliation for this account' (optional)

Check 'Do bank reconciliation for this account' (optional)



10. You may set the payment method

You may set the payment method



11. Click on Save

Click on Save



12. Click on the unpaid invoices tab

Click on the unpaid invoices tab



13. Select an invoice

Select an invoice



14. Enter an amount

Enter an amount



15. Choose e-wallet as the payment method

Choose e-wallet as the payment method



16. Click on Save

Click on Save  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article