How to add a payment method (MB WAY, card, other)

What is it for?

The payment method says how the customer paid: bank transfer, cash, MB WAY, card. It is stored on the receipt and goes into the SAF-T, with a code from the official list (the SAF-T payment mechanism).

Each journal has its own list of methods. A new method only appears in the Issue receipt window when you choose the journal where it was added.

When to use it?

• When the company starts receiving payments in a new way, for example MB WAY or card at the terminal.
• When you want to tell apart, on receipts, ways of paying that today are all recorded as Manual Payment.

This method only records how the customer paid. For the customer to pay on their own, from the invoice page, see How to receive online payments.

Where to find it?

• Methods: Accounting › Configure › General › Journals, open the journal and the Incoming Payments tab.
• Use: on the issued invoice, Issue receipt button, Payment Method field.

Before you start

• To add the method (steps 1 to 5), your profile must be Certified accountant or Administrator: these are the profiles with the Journals menu. The steps were done with the Certified accountant.
• To use the method when you issue the receipt (steps 6 and 7) the Billing profile is enough; those steps were done with it.
• Know which SAF-T code the method takes (step 4). If in doubt, ask the certified accountant.

How to use it

1. Open Accounting › Configure › General › Journals and open the journal where you issue receipts. In the demo it is Recibos (RG), the journal of the receipt series.
2. Open the Incoming Payments tab and click Add a line.
3. In Payment Method, choose Manual Payment. The other options in the list, Eupago and ifthenpay, belong to the online payment providers. In Name, type the name you want to see on the receipt (in the example, “MB WAY”).
4. In SAF-T payment mechanism, choose the code. The list has the 14 official codes, from CC — Credit card and CD — Debit card to NU — Cash, TB — Bank transfer or authorised direct debit and OU — Other means not listed here. In the example, it was set to OU. The B2G e-invoice payment means column fills in by itself with the same code.
5. Save.
6. Use the method. Open the issued invoice and click Issue receipt. In the window, with the Journal Recibos (RG), open Payment Method: the list shows Manual Payment and MB WAY.
7. Choose MB WAY, check the amount and the date and click Create Payment. The rest of the receipt is the same as in How to record a payment received and issue the receipt.

Expected result

• In the example, the receipt for FT D26/32 (António Carlos Sousa (ENI), €123.00) was issued as RG D26/16, dated 02/11/2026, Reconciled, with the method MB WAY (Recibos (RG)).
• The method is available on all receipts of that journal. It does not appear in the other journals: add it also to each journal where you want to use it (for example, the Bank journal, if you record payments there).

Important notes

• The SAF-T code is mandatory. The field help says: “Required to export the payments of a document (invoice-receipt, cash sale) and of a receipt: a payment made with a method without a mechanism blocks SAF-T generation.” Do not leave the field empty on a method you will use on receipts: without it, the generated SAF-T is Invalid, with an error that opens the record to correct.
• Which code for MB WAY? The official list has no code of its own for MB WAY or for other payment apps. The example uses OU, and a payment by bank card would take CC or CD. Pending validation by a certified accountant: the SAF-T code for MB WAY payments (OU, TB or other).
• What comes pre-filled. Only the usual methods come pre-filled: the Manual Payment of the Bank and Recibos (RG) journals comes with TB, and that of the cash journals with NU. The methods of an online payment provider, such as Eupago and ifthenpay in the Bank journal, come without a mechanism, because fiscaldoo does not guess the code from the method name: if you use them on receipts, fill in the code first.
• The journal matters. The receipt with a number from the receipt series (RG …) comes from the Recibos (RG) journal. A payment recorded in the Bank journal gets another number (in the example, PBNK1/2026/00040, for FT D26/31) and is not the receipt of the certified series.

Common problems

The new method does not appear in the Issue receipt window

• Symptom: Payment Method only shows the usual methods.
• Cause: the method was added to another journal. For example, with MB WAY added only to Recibos (RG), the window with the Bank journal shows only Manual Payment, Eupago and ifthenpay.
• What to do: check the window's Journal and add the method to that journal (steps 1 to 5).

I cannot see the Journals menu

• Symptom: under Accounting › Configure › General there is no Journals.
• Cause: your profile is Accountant or Billing.
• What to do: ask the Certified accountant or the Administrator to add the method.