# Payment methods

Payment methods describe how an invoice or expense was paid - things like company credit card, personal credit card, cash, or bank transfer. They're mainly used for expense reports, but can also appear on purchase invoices as additional information.

You'll find them under Settings → Payment methods. Users with the Administrator or Accountant role can manage them.

### **What You see on the payment methods page**

The page shows a list of all Your configured payment methods with columns:

* **Code:** a short identifier (for example "CCC" for company credit card)
* **Description:** what users see when selecting a payment method (for example "Company Credit Card")
* **Invoice types:** which document types this method applies to (Expense, Purchase invoice, or both)
* **In use:** whether this method has been used on any documents

{% hint style="info" %}
You can search and sort the list, and delete methods that are not in use. Methods that have been used on invoices or expenses can't be deleted - they stay for invoice consistency.
{% endhint %}

### **Creating a payment method**

Click "+ Add" in the top right corner. A sidebar opens with:

* **Code:** the internal identifier, also used in exports
* **Description:** the name users see in the interface and in the mobile app
* **Enabled for invoice type:** tick which types this method applies to. If You tick "Expense", it shows up in the mobile app when users submit expense reports. If You tick "Purchase invoice", it's available on purchase invoices in the additional info tab.

Click "Save & close" and the method is ready to use.

### **Default payment methods for expenses**

When the Expense module is activated for Your company, Fitek automatically creates two payment methods: "Company Credit Card" and "Personal Credit Card", both linked to the Expense invoice type. These are ready to use right away in the mobile app.

You can add more if Your company needs them - for example "Cash" or a specific corporate card. Just make sure to enable them for the "Expense" invoice type so they appear in the mobile app.

![](/files/UJyCd9lpRTHT3JaD15AE)

If no payment methods are available for expenses, users will see a message in the mobile app asking them to contact their administrator.

**Payment methods in exports**

When an invoice or expense has a payment method filled in, it's included in the export data sent to Your ERP. This lets Your accounting system see how something was paid and process it accordingly - for example, posting a personal credit card expense to employee receivables, or a company card expense to card liability.


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