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Payment methods

Manage payment methods for different transactions such as cash, bank transfer, and more. This affects sales, reports, and the checkout process.

What you’ll learn​

  • How to add a new "Payment method".
  • How to set "Default" and activate/deactivate a method.
  • How payment methods are used at checkout.

Before you start​

  • Ensure you have permission to access business settings.
  • Optional: set up "Payment categories" if needed for reporting.

Steps: Add a new method​

  1. Go to "Settings" > "Payments" > "Payment methods".
  2. Click "New payment method".
  3. Fill in the fields:
    • "Name" — e.g., "Cash", "Bank transfer".
    • "Description" — short note (optional).
    • "Active" — enable to use it at checkout.
    • "Default" — select if you want it preselected at checkout.
  4. Click "Save".
tip

"Default" means the method will be preselected during checkout. You can change it for a specific transaction.

Manage existing methods​

  • Edit: Open a method and click "Edit payment method".
  • Deactivate/Activate: Toggle the "Active/Inactive" status.
  • Delete/Restore: Use "Delete payment method" or "Restore payment method" (if available).
warning

If there are no active methods, you may see "No payment methods were found" at checkout. Add at least one active method.

Frequently asked questions​

Frequently asked questions

Can I have more than one Default method?

It is recommended to have only one. Typically, there is a single default method.

How does it affect reports?

Payment methods are used in filters and aggregations in reports and cash register operations.

Is it related to online payments?

Yes. Online payments rely on separate integrations and methods; enable them if you accept online payments.

Next steps​