Payment Methods

To configure the payment methods your business accepts for orders and services, first navigate to the Settings screen and click the Payment Methods button.

Adding a Payment Method

On the Payment Methods screen, you can add a new payment method by following these steps:

1. Enter the desired payment method name in the Method Name field at the top of the screen.
2. Select the appropriate Method Type to associate the payment method name with an actual payment type, such as Cash, Credit Card, Check, Gift Card, etc.
3. Click the Add button to create the new payment method.

Once added, the new payment method will appear in the table alongside all existing payment methods.

Managing Existing Payment Methods

You can also manage existing payment methods by selecting the desired method from the table and using the corresponding action button to:

• Rename an existing payment method.
• Delete a payment method.
• Assign an image or icon to represent the payment method.

Saving Your Changes

All changes made to payment methods are saved automatically and immediately. No additional Save action is required.

Once you have finished configuring your payment methods, click the Close button to exit the Payment Methods screen.