Set up custom payment methods

Overview

The custom payment method feature allows you to define and manage the specific payment types your property accepts. These methods are used to record internal transactions within the folio or house accounts for payments that fall outside of standard categories. 

This article provides instructions on how to access, create, and manage these methods.

How to access

1. Go to your Account
2. Click on Settings
3. Click on Finance
4. Go to Additional and Custom Payment Methods

This page already contains a list of default payment methods, all enabled by default.

How to add a new payment method

1. Click +Add Payment Type
2. The Payment Method Type is Custom by default
3. Enter your custom payment label/name
4. Click SAVE to save your payment method
5. The new payment type appears in the table with the status Active.

How to disable or delete the payment method

Deactivated custom payment (or deleted custom payment method) will still be listed in the field Description within the Transactions Report.

1. Switch the toggle off (grey) next to the payment method. This will deactivate the payment method, and you cannot add this payment type going forward.
2. Or click the (x) button to permanently delete the payment method.
3. Click DELETE

Frequently Asked Questions

Where will these payment methods appear?

The payment options will appear when adding a payment to a reservation or a house account. All payments added with these payment types will likewise appear on the reports.

Can I make these payment types available on Booking Engine?

No. These payment types can only be recorded within the application. They may not be used on the Booking Engine.

Will a payment that has been added with a payment type that is now inactive still appear on reservations?

Yes. All previously added payments will appear on the reservations, house accounts, and reports. Deactivating a payment method will no longer allow you to add that type.