Visma.net ERP
Managing payment methods - overview
With Visma.net ERP, you can configure the payment methods that your organisation uses to pay its suppliers, as well as the payment methods that are used by customers to pay your organisation. You configure these payment methods in the Bank/likvidhantering workspace, and then you use the payment methods for suppliers in the Leverantörsreskontra workspace and the payment methods for customers in the Kundreskontra workspace.
The settings of a payment method to be used in the Leverantörsreskontra workspace describe the way outgoing money is actually transferred from your organisation to the supplier destination, such as by check, wire transfer, credit or debit card, cash, or invoice of exchange.
The settings of a payment method to be used in the Kundreskontra workspace describe the way incoming money is actually transferred to your company.
You set up these payment methods, which in some cases (such as with cash and check) can be used for customer payments without more specific information being specified in the system.
For other types of payment methods , the payment method you define in the Bank/likvidhantering workspace serves as a template that you use to easily define the customer payment methods that contain customer-specific information. You can enter this specific information when you set up the customer account or any time afterwards.
These topics will help you to understand what payment methods are, how they are used in Visma.net ERP, and how to configure payment methods.
