Home / Payment Accounts

Overview

In the Q&B system you can add multiple payment accounts to which the payments are transferred. These are required when you register a payment.

Payment Accounts List

To access the payment accounts, click Finances on the left sidebar and from the drop down menu select Payment Accounts.

The payment accounts list has the following columns:

Name Account name.
Type Account type. Possible hardcoded options:
  • Trust
  • Business
Tag Unique identifier, which is used in schemas.
Entity Which entity the account is related to.
Is Primary Will this account be the default one when creating a payment.
On Invoice If the value is Yes then the account will be printed on the invoice.

accounts-list

Create Payment Account

To create a new account, click the Create Payment Account button. In the new window enter the required info and click Save. The new account will appear in the list.

{info.fa-info-circle} Payment Instructions is used to reflect the information on the invoice on how to make payment.

create-account

{info.fa-info-circle} Fields marked with a red asterisk (*) are mandatory.

Edit or Delete Payment Account

To update or delete an account, hover over the three dots on the right of the field and click Edit or Remove.

delete account