Not Allowing Using Payment Entry for Bank Withdrawal

1

In ERPNext I tried to enter a Bank Withdrawal using a Payment Entry. It des not show “To Account” field and “Amount” field.

2

Hi there,

Payment Entries are designed for payments with parties on your payable/receivable register. For a bank withdrawal to cash, you should probably use a Journal Entry.

3

Set the type to “Internal Transfer” - you’ll get two account fields then - moving money from bank to cash is the same as moving money from bank to bank.