Module guide
Payment modes in Smart Receipts
Record how each expense was paid with a reusable list of payment modes, such as a specific card, cash, or a corporate card. Payment modes keep entry consistent and make it easy to separate personal from reimbursable spending.
What it is
Simple named list
A payment mode is a name, for example "Personal Visa", "Cash", or "Corporate Amex".
One per expense
Each expense records exactly one payment mode.
Consistent entry
Picking from a list avoids typing the same thing in different ways and keeps reports tidy.
Backed up
Payment modes are part of Dropbox and OneDrive backup.
How to set it up
- Open Settings, then Payment Modes.
- Tap Add Payment Mode, enter a name, and save.
- On each expense, choose the payment mode from the list.
- Rename a mode at any time by tapping it in the list. Existing expenses keep the link.
Where it shows up
- The Payment Mode field on the expense form.
- Filters in the expense list and export screen, so you can pull only what was paid on a given card.
- Reports, where you can see how much went through each card or wallet.
Good to know
Tip: Employees should add "Personal card" and "Corporate card". Everything on the personal card is what needs reimbursing. Freelancers should split "Business" and "Personal" the same way.
When you delete it: Deleting a payment mode does not remove expenses. They simply lose that label.
Related modules
See how the modules fit together
The use-case guide shows which modules matter for personal spending, employee claims, and freelancer records.
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