Creating Payment Accounts In Posnest

Follow these steps to create a payment account in Posnets:

1. Navigate to Payment Accounts

Go to Payment Accounts in the main menu.

• Select List Accounts to view existing accounts.

2. Add a New Payment Account

• Click the Add button to create a new payment account.

3. Fill in the Required Details

Complete the necessary fields for the payment account:

• Name: The name of the account (e.g., Bank Name, Payment Gateway Name).
• Account Number: The account number or identifier.
• Account Type: Specify the type of account (e.g., Bank Account, Wallet, Payment Gateway).
• Opening Balance: Enter the starting balance for this account.
• Account Details & Notes:
  • Add additional details such as UPI ID, SWIFT code, BIN number, or any other relevant account information.
  • Use this field to include any specific notes for the account.

4. Save the Account

• After filling in the details, click Save to finalize the creation of the payment account.
• The new account will now appear in the List Accounts section.

This process ensures accurate management of your payment accounts in Posnets, making it easier to track financial transactions and balances.