Your business must have payment types set up to record payments, and if you plan on using any payment integrations in Splose.
By default, Splose includes payment types such as credit card, EFTPOS, Cash, Direct deposit. Medicare and HICAPS will be included for Australian accounts.
How-to
View payment methods
Navigate to Settings.
In the side panel, locate Finances, then select Payments.
The 'Accepted forms of payment' list will display the current payment types. The status (Active/Inactive) highlights which payment types are currently active.
Add a new payment method
Navigate to Settings.
In the side panel, locate Finances, then select Payments.
Click + Add Payment Method at the bottom of the list.
Add a name and description for your own reference, and assign it to a Xero account if required.
Click Create.
Edit a payment method
Navigate to Settings.
In the side panel, locate Finances, then select Payments.
Select the Edit pencil icon next to the payment method you would like to edit.
Here, you can edit the name and description of the payment method. You can also select the checkbox depending on whether you would like the payment method to be active/inactive.
Select Update to confirm your changes.
Inactive payment types will not be displayed in the Add a payment modal.
Delete a payment method
Navigate to Settings.
In the side panel, locate Finances, then select Payments.
Select the Delete trash icon next to the payment method you would like to delete.