Business management feature
The payment-method nomenclature — how money moves (cash, bank transfer, card) — shared by every document that records or expects a payment.
The Payment Methods feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Payment Methods feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
The simplest of registries — each method has: Name — what users see in the payment-method dropdowns. Names are multilingual (translated per the UI language). Base — the default method: new documents start with it pre-selected.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind payment methods, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
The payment-method nomenclature — how money moves (cash, bank transfer, card) — shared by every document that records or expects a payment.
It connects with Construction, Logistics, Professional Services, Retail, Wholesale.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
