Add payment method

Fields marked * are required. Fees, limits and channels can be changed at any time.

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Method

What customers and staff see when choosing how to pay.

Method name

Type

The type groups payments in Payment History.

Provider

Label shown at checkout

Instructions shown to staff0/160

Fees & limits

Processing costs, payment limits and payout timing.

Processing fee (%)

Charged by the provider on each payment. Use 0 for none.

Fixed fee per payment ($)

Minimum amount ($)

Maximum amount ($)

Leave empty for no upper limit.

Settlement time

When the money reaches your account.

Availability & rules

Where the method is offered and how it behaves.

EnabledDisabled methods are hidden from every channel. POS terminalOffer this method at the counter and on the scan lane. Online checkoutOffer this method in the web store and customer portal. Default methodOffered first at checkout. Only one method can be the default. Require a payment referenceCashiers must enter a transaction or cheque number. Allow refundsRefunds can be returned through this method.

Internal notes

Reconciliation steps, provider contacts or account remarks.

Notes0/500

New payment method

Card

Fee0%

Per $100No processing fee

Offered atPOS · Online

StateEnabled

Good to know

The name must be unique across all payment methods.
One method is always the default, and at least one must stay enabled.
Past payments keep the method they were taken with.
Fees are used for the estimates on the details page.

Changes are saved in this browser only (no server).

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Notifications

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Method

Fees & limits

Availability & rules

Internal notes

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