Allow custom payments
A custom payment refers to a manually defined payment method that does not include the standard options such as cash, credit, debit cards. It allows businesses to accommodate alternative or business-specific payment modes that are not supported by default.
To add a custom payment, follow these steps:
At the organization level, click Configuration.
Navigate to Payments > Custom payments.
Click Allow custom payments.
Click Add.
Enter the following details in the General tab:
Name: Enter the name of the custom payment method (required).
Description: Provide additional details or context for the custom payment.
Email: Add an associated email address for reference or communication.
Phone: Enter the contact number.
Address 1: Input the primary address.
City: Specify the city.
Country: Select the country from the dropdown list.
State: Choose the state based on the selected country.
State Other: Manually enter a state name if it's not listed in the dropdown.
ZIP: Provide the postal or ZIP code.
Commission: Define the commission percentage, if applicable, for this payment type.
Active: Check to activate this payment method for use.
Award loyalty points: Select if using this payment type should award loyalty points.
Collect additional data: Enable to gather extra data during payment processing.
Block the use of this custom payment method when manual discounts, campaigns, vouchers, or coupons are applied: Restrict this payment method when discounts, campaigns, vouchers, or coupons are applied.
Payment Type: Choose whether the payment affects financials, royalties, or both.
Do not allow this custom payment for: Restrict the use of this payment method for specific package types—Series, Custom, or Day packages.
Click Next.
Select the centers where this custom payment can be used.
Click Finish.
To edit a custom payment, follow these steps:
At the organization level, click Configuration.
Navigate to Payments > Custom payments.
Click Allow custom payments.
Select the custom payment that you want to edit.
Edit the details as required from the General and Centers tab.
To delete a custom payment, follow these steps:
At the organization level, click Configuration.
Navigate to Payments > Custom payments.
Click Allow custom payments.
Select the custom payment that you want to delete.
Click Delete.
To filter custom payments, follow these steps:
At the organization level, click Configuration.
Navigate to Payments > Custom payments.
Click Allow custom payments.
From the filter drop-down, select one of the options:
Active in any center in the organization
Inactive in all centers
All