Change payment method

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

If it later becomes apparent that the payment method is not correct then this can be changed.  You can perform this action from an opened invoice or the relevant cost or revenue account.  

The 'Invoice actions' feature is only available to a user with the 'Back office' role in the domain or the 'Financial administration' or 'External accountant' role.

An invoice can be edited or changed from different places in Yuki:

• Click the Invoice actions button in an opened invoice
• Click the pencil icon behind the invoice line from the GL account.

The following screen is opened:

Click the Change payment method option. The following screen is opened:

Select another payment method like electronic transfer (required to select a bank account), cash, direct debit, debit card, credit card or private payment (required to select a contact who has paid the invoice in private) and then click Save.