The Payment Types page
The Payment Types page (/settings/payment-type) defines the list of payment methods available whenever staff record a payment, for example Cash, Card, or Bank Transfer. It's a simple list you can add to, edit, or remove from.
What you'll learn
- How to view the list of payment types
- How to add a new payment type
- How to edit or remove an existing payment type
The Payment Types settings page showing a grid of payment methods such as Cash, Card, and Bank Transfer with edit and delete actions.
Adding and managing payment types
1
Open Payment Types
Go to <strong>Settings > Payment Types</strong>.
2
Add a new type
Click <strong>Add</strong>, enter a name for the payment method, and save.
3
Edit an existing type
Click into a row to rename or update it, then save your changes.
4
Remove a type
Delete a payment type you no longer use. It will no longer appear as an option in the Payment Drawer.
Recording Payments
See how the payment methods you configure here appear when staff record a payment.
Frequently asked questions
Existing payments keep the method they were recorded with. Deleting a type only removes it from the options available for future payments.
Check the grid for a sort or order control if you want to change the order they appear in when staff select a method.
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