Skip to main content
Question

Payment Format - Customer repayment


Forum|alt.badge.img+9
  • Sidekick (Customer)
  • 74 replies

Have selected the checkbox for ‘Use as Customer Repayment’ in Payment Formats per Company screen, but still don’t have the option to select it as payment method when creating Repayment Order?

 

What else needs to be selected/set up to allow this?

4 replies

Yoshini Silva
Hero (Employee)
Forum|alt.badge.img+9
  • Hero (Employee)
  • 36 replies
  • April 25, 2024

Hi,

 

Would it be possible for you to add screen prints of the scenario?

 

Best Regards,

Yoshini

 

 


Forum|alt.badge.img+9
  • Author
  • Sidekick (Customer)
  • 74 replies
  • April 25, 2024

Payment Format ‘Contra’ is selected as ‘Use as Customer Repayment’

 



But isn’t available as a payment method

 

 


Forum|alt.badge.img+4
  • Sidekick (Partner)
  • 16 replies
  • January 28, 2025

@SMcLees  I got the same.Did you find any solution for this?


Forum|alt.badge.img+10

Hi ​@SMcLees ,

Please check the value of invoices that you are trying to repay. Your payment method allows only payments in “GBP”.

Also, you need to verify if following basic data is defined. 

1. Payment method - a record with payment method connected to this payment format. 

2.Payment institutes - connect this payment method to the payment institute.

3.Cash account - a record should exist connected to this payment institute. 
4.Connect the payment method to customer > payment tab. 

Best Regards

Sugandi 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings