How To Add E-Wallet As Payment Method/Wallet (New Vers.)

Modified on Thu, 27 Feb at 3:42 PM

If you are using the classic version, please refer to: How To Add E-Wallet As Payment Method/Wallet


How To Add E-Wallet As Payment Method/Wallet (New Vers.)

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 'Wallets'

Click on Wallets



2. Click on Add New 

Click on Add New



3. Set the name as 'E-Wallet'

Set the name as 'E-Wallet'



4. Select 'Others' as its type

Select 'Others' as its type



5. Set "E-Wallet" as the payment method

Set "E-Wallet" as the payment method



6. Check 'Pay with this method' to make payments

Check 'Pay with this method' to make payments



7. Check Receive payment with this method (optional)

Check Receive payment with this method (optional)



8. Choose a bank as the account type

(To create a Chart of Account you may refer to How to create chart of account (New version))

Choose a bank as the account type



9. Add a Description (optional)

Add a Description (optional)



10. Check Include this account into cashflow calculation (optional)

Check Include this account into cashflow calculation (optional)



11. Check Do bank reconciliation for this account (optional)

Check Do bank reconciliation for this account (optional)



12. Click on Save

Click on Save



13. Select an unpaid invoice

Select an unpaid invoice



14. Select the payments tab

Select the payments tab



15. Click on Add Payment

Click on Add Payment



16. Choose E-Wallet as the payment method

Choose E-Wallet as the payment method



17. Click on Save

Click on Save 



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