Create Payment Mode Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Payment Mode Mapping defines how different payment modes are linked to accounting accounts in SmartBooks.

This ensures payments are recorded against the correct accounts based on how they are made.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Payment Mode Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Payment Mode Mapping Does

Payment Mode Mapping connects:

• Payment modes (such as bank, cash, or check)

• Accounting accounts used to record payments

When a payment is recorded, SmartBooks uses this mapping to decide which account is affected.

Creating Payment Mode Mapping

To create or update payment mode mapping:

1. Open Payment Mode Mapping

2. Select the Payment Mode

3. Select the Account to record payments

4. Save the mapping

Once saved, the mapping is applied automatically to future payments.

Updating Payment Mode Mapping

You may need to update this mapping when:

• New payment modes are added

• Payment accounts are changed

• Accounting structure is updated

Changes affect future payment records only.

Important Notes

• Payment mode mapping applies across SmartBooks

• Incorrect mapping can affect cash and bank balances

• Existing payment records are not recalculated automatically

• Review mappings before recording payments

When to Configure This

• During initial SmartBooks setup

• Before recording payments

• When adding new payment modes

Related Articles

• Bank Account

• Record a transfer

• Chart of Accounts

• Mapping Setup

End of Article