Company Payment Settings
Checklist Items 8.1 and 8.2: company may choose offline-only, check, cash, offline card, or optional online processor. Zero active online processors is valid.
Payment Mode
| Mode | Check | Cash | Offline Card | Online Processor | Instructions | Card Disclaimer |
|---|
| offline_only | yes | yes | yes | no | This company is configured for offline payments only. Accept check, cash, or credit card processed outside AccountantPro. Do not enter full card number or CVV in AccountantPro. | Offline card payments are processed outside AccountantPro. Store only optional reference/auth code and optional last four digits. Never store full card number or CVV. |
Offline Payment Methods
| Key | Name | Enabled | Instructions |
|---|
| cash | Cash | yes | Accept cash in person and issue receipt outside or inside AccountantPro as applicable. |
| check | Check | yes | Mail or hand-deliver check. Record check number/reference after receipt. |
| offline_card | Offline Credit Card | yes | Process card outside AccountantPro. Record only optional auth/reference and optional last four digits. Never store full card number or CVV. |
