Configure a Payment Method

In this FAQ, we will cover the following topics:

1. Create a New Payment Method

2. Change the Order of Payment Methods

1. Create a New Payment Method

To modify your payment methods, from the main menu on the left of the application, click on Sales > Configurations > Payment methods. Modify your payment methods by clicking on the method you want to change or add a payment method by clicking on +Add.

Choose a name for the payment method and select an account to deposit the funds (client payment). Finally, link the payment to the terminal by selecting it from the drop-down menu.

Note: It is possible to deposit the payment into the same account for multiple payment methods. (E.g., Visa deposits into the bank account and Mastercard as well).

2. Change the Order of Payment Methods

You can now reorder payment methods directly to suit your needs by clicking the up or down arrows. The defined order will be automatically applied in the payment interface, when closing the register, and on the invoice PDF. This feature standardizes the display of payment options across the system while making it easier for users to work. It also helps improve the readability and organization of the information presented to employees and clients.