Editing, Creating, and Deleting Payment Methods

Best Suited for:

• Back Office administrators
• Back Office users participating in financial management activities

Important Information:

• Ability to create multiple types of payment
• Inactivate payment methods if they are not needed
• Unable to delete system-generated payment methods

Common Custom Payment Methods:

• Credit Memo
• Internal Refund
• Zelle
• Venmo
• Paypal
• Financed

Process Description:

1. Hover over My Office and select Payment Methods
2. Here you can edit, change the status, delete and create new
3. Click +Add New to create a new payment method
4. Type in the Name of the payment method
5. Choose the Type of payment method
6. "Is Active", make sure to select YES
7. Click Save to save the new payment method

Step-by-Step Instruction:

1. Hover over My Office and select Payment Methods
2. Click +Add New to create a new payment method

3. Type in the Name, then choose the Type and "Is Active", is selected YES

4. Click Save to create the new payment method
5. Once the new payment method has been saved you will be able to choose that payment method on a customer's account, within the Financial Tab

6. Choose that payment method when receiving a payment

Best Practices:

• You cannot delete system-generated payment methods; they can only be updated to be "inactive" if the you do not want the method to be available and utilized
• Custom payment methods can be Active or Inactive
• You can manually delete custom payment methods
  • If you delete a custom created payment method and it has been previously used in a transaction, the system allows it to be deleted and the transaction that it was used in will just have a blank payment method
• You can update the name of the custom payment method; however this will change all past transactions that utilize this specific payment method