Quotify CRM allows you to define custom payment modes (such as bank transfers, cash, checks, etc.) that can be shown on invoices and used when recording payments or expenses.
➕ How to Add a New Payment Mode
-
Navigate to Setup → Finance → Payment Modes
-
Click the “New Payment Mode” button (top left)
Fill in the following details:
-
Payment Mode Name
Example: Bank Transfer, Cash, Cheque -
Bank Accounts / Description
Add relevant payment instructions such as bank name, IBAN, SWIFT code, or account number. This info appears in the invoice HTML and optionally on the PDF. -
Active
✅ Enable or ❌ Disable this mode. Inactive modes won’t appear when creating or editing invoices. -
Show on Invoice PDF
Check this box to display the bank/account details in the invoice PDF sent to clients. -
Selected by Default
Enable this if you want this payment mode to be pre-selected by default when creating new invoices. -
Usage Type
-
Invoices Only – Only available for invoices, not expenses
-
Expenses Only – Only available when recording expenses
-
(Leave both unchecked if it should be available for both invoices and expenses)
-
🌐 Online Payment Modes
The above steps apply to offline payment methods.
To configure online gateways like Stripe, PayPal, or Razorpay, go to:
Setup → Settings → Payment Gateways