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Payment methods

Access: Business > Payment Methods

Overview​

Payment methods define how customers pay for Sales. The app includes a built-in "Cash" method and allows you to create additional methods (Card, Bank transfer, Store credit, etc.).

Built-in Cash​

Cash Default Amounts
  • "Cash" is a special, built-in payment method. When selected during a Sale you can enter the amount received and the app calculates change. Cash cannot be removed or recreated.
  • For the cash payment method, you can also set default amounts to quickly select them during the sale summary.

Creating and managing methods​

Add Method
  • To add a new method: go to Business > Payment Methods → Add Payment Method. Give it a name (e.g., "Card")
  • Disabling a method prevents new sales from using it but does not change historical records.
  • Enable Default to make the method default selected while sale summary (make it default will disable other methods default)

How methods behave at checkout​

Customer Paid
  • Cash: prompts for amount received and calculates change (recommended when you need change calculation).
  • Other methods: recorded as the payment type and amount. These methods do not prompt for a "customer paid" cash field.