Set Up Payment Methods

First, let’s define how you get paid. Navigate to Settings > Company Settings.

1. Navigate to the Payment Methods tab.

2. Click Add New.
   

   

3. Enter the name (e.g., "Credit Card", "Wire Transfer") and description, and hit Save.

   • Enable Payment Gateway: Check this box if this method should trigger an integrated payment gateway (like Authorize.net) when used.

   • Note: If you are adding a method for Poynt, please note that Poynt is case sensitive and only accepts "Cash", "Credit", and "Debit".