WindoorERP Documentation 19.0

Configure analytic plans, online payment gateways, payment tokens, and accounting settings

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Configures analytic cost accounting dimensions, automated distribution models, customer online payment gateways (Mada, Visa, Apple Pay), and global accounting settings.

Before you start

  • System Administrator privileges.

Steps

Analytic plans multi-dimension hierarchy list

Analytic plan editor defining mandatory cost dimensions

Analytic accounts master list with total debit and credit amounts

Analytic accounts kanban overview

Analytic account detail profile with customer and project bindings

Analytic distribution automatic allocation models list

Online payment providers catalog list showing Mada, Apple Pay, and Stripe

Payment providers kanban cards

Payment provider configuration editor with API credentials and payment journal bindings

Customer payment methods catalog list

Payment methods kanban overview

Payment method configuration form

Customer saved payment tokens list

Online payment transactions audit registry

Payment transactions kanban board

Online transaction processing volume chart

Payment transactions settlement pivot matrix

Recurring subscription and maintenance payment templates list

Accounting module global settings panel with tax, currency, and fiscal policies

Accounting master operations dashboard kanban screen

Accounting dashboard overview editor profile

Important

Enabling online customer payment links directly on WhatsApp invoice notifications dramatically accelerates downpayment collection speeds.

  1. 01
    Go to Accounting › Configuration › Analytic Accounting › Analytic Plans and Analytic Accounts.
  2. 02
    Configure Analytic Distribution Models to automatically assign project tags based on sales order lines.
  3. 03
    Navigate to Online Payments › Payment Providers to configure Mada, Apple Pay, and credit card processing.
  4. 04
    Review customer payment cards under Payment Tokens and transaction logs under Payment Transactions.
  5. 05
    Open Settings to configure default tax rates, fiscal year close periods, and automated bank synchronization rules.

Common mistakes

  • Leaving payment gateway credentials in test sandbox mode during live production billing.
  • Setting incorrect default currency rounding precision, creating penny discrepancies on tax invoices.

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