Displaying Multiple Payment Methods in the Invoice Template
If an invoice has been paid using more than one payment method, the system allows you to display all the methods used within the invoice template clearly. This ensures that payment details are accurate and transparent for the client. You can easily enable this option by following the steps outlined in this guide.
Displaying Multiple Payment Methods in the Sales Invoice Template
From the main menu, click on “Templates”, then select “Printable Templates”.
Choose “Invoice/Estimates Layouts”.
Click on the sales invoice template you want to edit.
From the side menu, click on “Custom Fields”, then press “Add More Fields” and select “Custom Field”.
In the custom field name box, enter “Payment Methods”.
Now, go to the “Full Variables Guide”, as shown in the following image.
Inside the guide, search for “Invoice Payment List”, then copy its corresponding code to use in the template.
Return to the invoice template screen and paste the variable code into the appropriate place in the template.
When finished, click “Save“.
Displaying Multiple Payment Methods in the POS Invoice Template
From the main menu, go to “Templates”, then click “Printable Templates”.
Select “Invoice/Estimates Layouts”.
Choose the receipt template for POS to start editing.
From the side menu, click on “Custom Fields”, then press “Add More Fields” and select “Custom Field”
In the custom field name box, enter “Payment Methods”.
Now, go to the “Full Variables Guide” and copy the code for the variable “Invoice Payment List”.
Paste the code into the previously created custom field, then click “Save”.
Previewing the Added Variables in Printable Templates
From the main menu, click on “Sales”, then from the dropdown menu, select “Create Invoice”.
From the top-right of the screen, choose the previously modified template.
Enter the required invoice details in the invoice items table.
At the bottom of the screen, activate the “Already Paid” toggle and select “Multiple”.
From the “Payment” field, choose the appropriate payment method for that portion, then enter the amount in the “Amount” field.
Click “Save”.
Once saved, a “Payment Methods” section will appear in the invoice, showing all the payment methods used.
Go to the POS screen by clicking “Start Selling” in the dropdown menu under “POS”.
Add items, select the client, then click “Payment”.
Choose the suitable payment methods from the available options, then enter the paid amounts accurately to complete the transaction.
After saving and confirming the payment, a dedicated “Payment Methods” section will appear in the invoice, clearly listing all the methods used to complete the payment.
