Payment methods

The Payment methods screen is where you configure which methods can be used at checkout, such as cash, bank transfer, or card. This is a setup screen for the method itself, not the screen where you record the actual payment.

When to use this page

• When you need to add a new payment method.
• When you need to decide which method should be Default.
• When you need to configure Fiscal payment type for fiscal flow.
• When you need to stop, activate, or edit an existing method.

This is usually one of the first setup steps in the finance section. Without at least one active payment method, you cannot move smoothly to Add payment.

For the screen where you record money received, see Add payment.

What you see in the list

• Payment method — the method name and description.
• Fiscal payment type — if configured, this shows the fiscal type mapped to the method.
• Statuses:
  • Active or Inactive
  • Default or Not default

If you see System payment method, it means the method comes from the system or an integration and is not edited the same way as a manually added method.

Steps: Add a new payment method

1. Go to "Settings" > "Payments" > "Payment methods".
2. Click "New payment method".
3. Fill in the fields:
   • "Name" — required, for example "Cash" or "Bank transfer".
   • "Description" — short note (optional).
   • "Fiscal payment type" — maps the method to the correct fiscal type in the fiscal device.
   • "Default" — this method will be preselected at checkout.
   • "Activate payment method" — enable it so the method can be used.
4. Click "Save".

How the main settings work

• Default — the method is preselected during checkout, but you can still change it for a specific sale.
• Activate payment method — when disabled, the method should not be used in new payments.
• Fiscal payment type — used when you have fiscal flow and need the payment type passed correctly to the fiscal device.

Working with existing methods

• To edit a method, open its row or use the edit action.
• For manually added methods, you can:
  • change the name and description;
  • change Fiscal payment type;
  • switch Default on or off;
  • activate, delete, or restore the method.

warning

If there are no active methods, checkout becomes blocked. Add at least one active method before you start working with sales.

Important for fiscal printing

• In addition to Fiscal payment type here, configure Fiscal VAT group in Tax rates.
• The physical device, operator details, and print mode are configured separately in Fiscal devices and fiscal printing.
• If these settings are missing or inconsistent, fiscal receipt flow can break.

How this connects to the other screens

• Add payment uses the active payment methods.
• Online payments adds separate online payment logic, but does not replace the core payment method setup.
• Cash registers and reports use payment methods for filtering and grouping.
• Tax rates complete the fiscal setup when you issue fiscal documents.
• Fiscal devices and fiscal printing defines which device prints and in which mode.