Manage payment methods Praxis Desk Kasse

Under Zahlungsarten, you define which payment options are available when you create an invoice.

Where do I find the payment methods?

Open Einstellungen via the gear icon in the left menu. Select Kasse and then Zahlungsarten.

Required license

Payment methods require the Teilzahlung module. Without this module, the Zahlungsarten menu item is not visible. If the module is missing, contact support@offisy.at.

Requirements

• Einstellungen verwalten permission.
• Active Teilzahlung module.

Add a payment method

1. Click Zahlungsart hinzufügen.
2. In the Grundeinstellungen tab, fill in Name, Icon, and Farbe.
3. Switch to the BMD tab and, if needed, select the Konto für BMD Export. Turn on BMD Export für Einzahlungen if deposits should be exported.
4. Switch to the Zahlungsart tab and under Zahlungsart, select either Rechnung bzw. Honorarnote or Barbeleg.
5. If needed, turn on Kassenbuch-Eintrag erstellen, Bei Rechnungserstellung anzeigen, and Bei Teilzahlungsdialog anzeigen.
6. Switch to the Mitarbeiter tab and under Berechtigung, define which employees may use the payment method.
7. Click Speichern.

Note: If Bei Teilzahlungsdialog anzeigen is off, the payment method only appears in the payment receipt dialog of the invoice journals. This prevents it from being selected directly after invoice creation.

Edit a payment method

1. Open the action menu of the payment method.
2. Click Bearbeiten.
3. Adjust the fields in the Grundeinstellungen, BMD, Zahlungsart, and Mitarbeiter tabs.
4. Click Speichern.

You recognize predefined payment methods by the Vordefiniert badge. They come with fixed settings and can only be edited to a limited extent.

Fig. 4For a predefined payment method, the action menu only contains Bearbeiten and Duplizieren. Payment methods you created yourself also have Löschen.

Duplicate a payment method

1. Open the action menu of the payment method.
2. Click Duplizieren.
3. Adjust the copy in the modal and click Speichern.

Delete a payment method

1. Open the action menu of the payment method.
2. Click Löschen.

You can't delete predefined payment methods. The Löschen option is only available for payment methods you created yourself.

Change the order

Drag a payment method by its drag handle to the position you want. Offisy saves the new order automatically and confirms with Die Sortierung wurde gespeichert.

Permissions

Managing payment methods requires the Einstellungen verwalten permission.