Payment Types

Payment types let you record how each purchase invoice was paid. Tracking payment methods helps with bank reconciliation, cash flow analysis, and financial reporting.

Available Payment Types

Shaari comes with common payment types out of the box:

Payment Type	Typical Use
Cash	Physical cash payments
Bank transfer	Wire transfers and direct bank payments
Credit card	Credit card transactions
Debit card	Debit card transactions
Cheque	Paper cheque payments
Online payment	Digital wallets, payment gateways, and online banking

note

The exact set of default payment types may vary. You can customize this list to match the payment methods your business actually uses.

Creating Custom Payment Types

If the default payment types do not cover your needs, you can create your own:

1. Navigate to the payment types management area in Purchases settings.
2. Click Add Payment Type or the add button.
3. Enter the name for the new payment type (supports Arabic and English).
4. Save.

The new payment type is immediately available when creating or editing invoices.

Examples of custom payment types you might add:

• Mada (for Saudi debit network transactions)
• STC Pay or other local digital wallets
• Company credit account
• Petty cash
• Letter of credit

tip

Use payment type names that your team will recognize immediately. Consistency in naming makes filtering and reporting more useful.

Assigning Payment Types to Invoices

You can set the payment type on an invoice:

• During creation -- Select the payment type in the invoice form when entering a new invoice.
• During editing -- Open an existing invoice and update its payment type.
• After AI extraction -- Review the invoice after AI fills in the data and set the payment type (the AI does not typically extract payment method from the document).

Each invoice has one payment type. If a supplier was paid using multiple methods for a single invoice, record the primary payment method and add a note for the secondary one.

Filtering by Payment Type

Use the payment type filter on the Purchases list to see only invoices paid by a specific method:

1. Open the filter options on the Purchases page.
2. Select the desired payment type.
3. The list updates to show only matching invoices.

This is particularly useful for:

• Bank reconciliation -- Filter by "Bank transfer" to match invoices against bank statements.
• Cash tracking -- Filter by "Cash" to review all cash disbursements.
• Credit card statements -- Filter by "Credit card" to reconcile against monthly statements.
• Audit preparation -- Group payments by method for auditor review.

info

Payment types are tenant-specific. Each tenant manages its own list of payment types independently.