How to add a new or edit an existing payment type?

To create or edit Payment Types you must have a Business Manager role or Business Owner role.

• Click the Menu > Settings > Billing > Payments sidebar and scroll down to the Payments Accepted section. 
• Click the Add New Payment Option link to create a new payment, or a Pencil icon to edit an existing payment.

Payment Settings

Enter the appropriate settings in the Add Payment Option box.

• • Enter a name for the option, select a Type, and select the 'Is Default' option if you would like this particular payment option to be the default option when making a payment.
    • Grouped practices: in order for a payment type to be fully functional across all practices within the group, the name will need to be an exact match (including upper/lowercase) in each practices payment types.
    • Example: American Express at one practice, AMEX at another, and Am-Ex at a third will cause the payment type to only be available at those specific practices.
  • Select 'Apply Discount when used' if you would like to give a discount when this specific payment method is used.
    • Example, some clinics will apply a discount if the client pays with cash over payment methods with processing fees.
  • Select 'Exclude from Income Calculations on Sales Report' if you do not want this payment type to be calculated as revenue on Sales and End of Shift reports. 
    • Common for balance adjustments and write offs, especially when a client balance is sent to collections.
    • The transaction will still be included on the Sales and End of Shift reports within the Transaction List, but not in the Cash Summary totals.
  • Once you have your payment option set up or edits made, select Save.
• New payment options will now display in the Payment Type drop down on the Check Out page.