Creating a custom payment method

Beyond the built-in methods, you can create your own payment types to match how your business works, for example Invoice or House Account. You add these in the Custom Payment Methods section of the Payment Methods page.

Steps

1. Open the page. Go to Settings, then Payment methods.
2. Scroll to Custom Payment Methods. This is near the bottom of the page.
3. Name your method. In the Display Name field, type a clear name, such as "Invoice" or "House Account".
4. Choose the channels. Under Channels, tick the boxes where the method should appear: POS, Kiosk, and/or Web Order.
5. Add it. Click Add Method. Your new method appears under Existing Custom Methods.
6. Adjust later. For any existing custom method, use the channel chips to turn it on or off per channel, or remove it if you no longer need it.

Tip: Custom methods are great for payments you settle outside the till, like invoicing a regular business customer.

Good to know: If the form is greyed out or shows "Disabled by administrator", custom methods have been switched off at a higher level, or you may not have permission to manage payment settings. You can also turn on Quick Access for a method so it appears as a single tap on the POS payment screen.