While putting an invoice to paid, you can add a payment method to it. Read everything there is to know about payment methods in Teamleader Focus here.

Setting a payment method before the invoice is paid

You can set an expected payment method on an invoice before it’s paid, including direct debit, so you and your customer always know how the payment is expected to come in. This is available both in the web app and via the API.
 

Good to know

The payment methods you can select at this stage come from a fixed list predefined by Teamleader Focus. These are not the same as the payment methods you create yourself under Settings > Revenue > Payment methods (cf. below). Those custom payment methods are fetched when you actually put the invoice to ‘Paid’.

• When creating or editing an invoice → you choose from Teamleader Focus’ predefined payment methods.
• When marking the invoice as ‘Paid’ → the dropdown shows your own payment methods from Settings, but whatever you selected on the invoice (e.g. direct debit) will already be pre-filled, so you usually don’t need to change anything.
   

You can change the payment method afterwards at any time, including on invoices that came from a subscription with direct debit enabled.

Managing payment methods for putting invoices to paid

When marking invoices as paid you are able to choose custom payment methods from your Settings. Only when you’re an admin in Teamleader Focus, you’ll be able to add new ones here.
 

There are a few ways of adding payment methods; via your invoice or expenses settings and via the invoice or expense itself.

Invoice or expenses settings

1. Go to Settings > Revenue or Settings > Expenses
2. Scroll down to Payment methods
3. Click on the +
4. Fill out the name of your payment method and click on Save.
   Note: There's a limit of 25 payment methods.

Via the invoice

When putting an invoice to paid, you can define a new payment method (if you’re an admin user).

1. Click on the invoice
2. Click on Paid
3. In ‘Payment method’, click on the arrow
4. Click on + New payment method
   
5. This new payment method will then also be available for future payments.

Via the expense

When putting an expense to paid, you can select an existing payment method or define a new one.

Visibility on invoices

• The (expected) payment method set on the invoice is available as a shortcode, $INVOICE_PAYMENT_METHOD$ or $PAYMENT_METHOD_DESCRIPTION$ for its description, which you can add to your invoice template. 
  This shortcode displays the expected payment method - the one set on the invoice and not the one you set when marking the invoice as paid - so your customer knows how the invoice is meant to be paid.
• The payment method will be added automatically to the ‘Payments’ widget on the detail page of the invoice.
• You’re also able to list the payment methods in your invoice overview by adding this column to the overview of your invoices.
• You can easily export these payment methods as well

Mollie/Stripe

If you use Mollie or Stripe in combination with InvoiceCloud, this field will be filled out automatically with the method used by your customer. The payment method will be added automatically to the invoices in the form of “payment method - integration”, example: "Bancontact - Mollie".