Troubleshooting Missing Payment Modes on Invoices

This article addresses the issue of payment modes not appearing on invoices within Thulo Cloud and guides you through the troubleshooting process.

Why Might Payment Modes Not Show Up?

There are two main reasons why payment options might be missing from your invoices:

1. Unchecked Payment Mode: Ensure you have selected a valid payment mode for the specific invoice.

2. Online Payment Gateway Misconfiguration: If using an online payment gateway:

   • Matching Currencies: Verify that the invoice currency matches the currencies listed (comma-separated) in Setup > Settings > Payment Gateways.
   • Gateway Activation: Confirm that the chosen online payment gateway is active within Thulo Cloud.
   • Currency Compatibility: While Thulo Cloud transmits the invoice currency to the gateway, the gateway might use its own supported currencies for billing. It's your responsibility to ensure compatibility.

Here's How to Check:

1. Invoice Currency: Navigate to Setup > Finance > Currencies and verify the invoice currency code matches the currencies listed in Setup > Settings > Payment Gateways.

Important Notes:

• Thulo Cloud doesn't control the billing currency used by payment gateways. They typically use their own supported currencies.
• As the invoice creator, you're responsible for informing customers about available payment gateways and ensuring the invoice currency aligns with their payment method.

Resolving the Issue:

• Double-check the payment mode selection for the invoice.
• If using an online gateway, ensure currency compatibility and gateway activation.
• Adjust the invoice currency if necessary to match your customer's preferred payment method.

By following these steps, you should be able to resolve the issue of missing payment modes on your Thulo Cloud invoices.

Additional Tips:

• Communicate clearly with your customers about accepted payment methods and corresponding currencies to avoid confusion.
• Consider offering a variety of payment gateways to cater to different customer preferences.

If you continue to experience issues after following these steps, contact our support team for further assistance.