Why payment types exist as their own setting
The Payment Types page (/settings/payment-type) is a small but consequential list: every method that appears in the method dropdown when a staff member records a payment comes directly from here. Cash, Card, and Bank Transfer are the obvious starting three, but plenty of clinics add more — a specific card terminal provider, a health-fund rebate channel, or a house-account arrangement for corporate clients.
Keeping this list accurate matters for reporting as much as for data entry. The Payment Summary report breaks payments down by exactly the methods defined here, so a clinic that lumps every card payment under a single generic Card type loses the ability to later split out, say, tap-to-pay from chip-and-PIN if that distinction ever becomes useful.
- What the Payment Types grid is and how it feeds the Payment Drawer
- Adding, renaming, and removing a payment type
- What happens to past payments when a type is deleted
Adding, editing, and removing a type
Payment Types is a straightforward grid — there's no complex configuration behind each row, just a name that appears verbatim in the Payment Drawer's method dropdown.
Open Payment Types
Go to <strong>Settings > Payment Types</strong>.
Add a new type
Click <strong>Add</strong>, enter a clear, staff-facing name for the payment method, and save.
Edit an existing type
Click into a row to rename or update it, then save your changes. The updated name applies immediately to the dropdown.
Remove a type you no longer use
Delete it from the grid. It stops appearing as an option in the Payment Drawer right away.
What deleting a type does — and doesn't — affect
Deleting a payment type only removes it from the list offered for future payments. Every payment already recorded with that method keeps it permanently — the historical record doesn't change retroactively, and reports covering past date ranges still show the original method exactly as it was recorded at the time.