For the complete documentation index, see llms.txt. This page is also available as Markdown.

Custom Payment Method

Would you like to create your own payment types of payment in order to track client payments with things like PayPal, Venmo, Zelle, etc.? Now you can!

1

Navigate to Manage>Advanced Settings and click Manage under the section labeled Custom Payment Methods.

2

Create a new payment method

Click New to create a new payment method.

3

Enter the payment method name

Enter the name of your new payment method.

Custom Payment Types
4

Use the payment method

You will now see that payment method in the Collect Payment screen for as long as you have it set as Active.

Sales Ticket Collect Payment

Inactivating a Custom Payment Method

Navigate to Manage>Advanced Settings.

Click on the name of one of your current custom payment methods.

Uncheck the box next to Active and Save.

Uncheck active payment method

Reporting

You can find how much you are collecting with Custom Payment Methods by running the Total sheet or Tickets report. Navigate to Reports and select either the report named Total Sheet for a summary of the Custom Payments or Tickets for a detailed breakdown of each payment method. These reports are exportable.

Total Sheet

Total Sheet

Tickets

Tickets-Payment method

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