IN BRIEF
The “Customize Payment Methods” settings allow administrators to determine which payment methods staff can accept in the Office Portal and Point of Sale. These settings can be configured globally or per Location, with an additional permission option that allows specific staff to accept all payment types regardless of the Location settings. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Customizing Payment Method Availability
    • Enable Location-Specific Overrides
    • Accepted Payment Types
  • Accepted via Office Portal
  • Accepted via Point of Sale (Office Portal)
  • Accepted via Point of Sale (Customer Portal/Mobile App)
  • Accepted via Enrollment Wizard
    • Custom Payment Type Behavior
  • Saving Changes
• Default Promo Code Application Behavior
  • Options
• Tasks Permission for All Payment Types
• Troubleshooting & FAQs
• Related Articles

Overview

The “Customize Payment Methods” setting (located under SETTINGS>TRANSACTIONS>PAYMENT METHODS) controls which payment methods staff can select when processing payments in the Office Portal and Point of Sale. You can manage accepted payment types globally or configure overrides for specific Locations. Staff assigned the “Allow Usage Of All Payment Types” task permission can access all payment methods regardless of which options are enabled at the Location level.

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Accessing the Feature

1. Navigate to Settings.
2. Select Transactions.
3. Choose Payment Methods.
4. Select the appropriate Location from the Location selector.

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Step-by-Step Instructions

Customizing Payment Method Availability

1. Go to SETTINGS>TRANSACTIONS>PAYMENT METHODS.
2. Use the Location(s) selector to choose whether payment method availability should be defined globally or per Location.
   • Global Account Settings: Selected payment types apply to all Locations.
   • Specific Location(s): Selected payment types only apply to the chosen Location(s).

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Enable Location-Specific Overrides

• Enable this option to configure payment types for the selected Location only.
• If disabled, the Location will default to using the Global Account Settings.
• When enabled, a Reset this Location to Global Settings option displays, allowing you to revert all settings back to match the Global configuration.

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Accepted Payment Types

You can enable or disable individual payment types by selecting the checkbox next to each option. Available payment types display in the following groups:

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Accepted via Office Portal

• Credit Card on File
• Credit Card Manual/Manual Payment [gateway]
  • NOTE: the name displayed will vary based on your payment gateway.
• Credit Card – Swipe/Insert/Tap
• E-Check
• External Credit Card
• Cash
• Check
• Coupon
• House
• Other
• Giftcard
• Custom Payment Type (if defined)

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Accepted via Point of Sale (Office Portal)

• New Credit Card
• Credit Card – Swipe/Insert/Tap
• Cash
• Check
• Charge to Account
• External Credit Card
• Credit Card on File
• Split Payment
• Allow E-Check
• Custom Payment Type (if defined)

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Accepted via Point of Sale (Customer Portal/Mobile App)

• New E-Check
• E-Check on File

Important Note: Credit/debit cards are automatically accepted for Point of Sale purchases if a gateway is configured.

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Accepted via Enrollment Wizard

• New Credit Card
• Credit Card – Swipe/Insert/Tap
• Cash
• Check
• Charge to Account
• External Credit Card
• Credit Card on File
• Account Credit
• Split Payment
• Allow E-Check
• Custom Payment Type (if defined)

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Custom Payment Type Behavior

• Allows you to define a unique payment type name.
• The custom name appears anywhere the payment type is displayed in the Office Portal (ledger, financial reports, New Payment screen, void/refund workflow).
• This payment type does not display in the Customer Portal/Mobile App.
• Changing the name will affect historical reporting.
• For historical clarity, the payment title will display as "[custom name] (Custom)".
• If enabled for use, the custom payment type will automatically be enabled when running financial reports.
• It also appears as an alternative refund type (in addition to Cash and Check).

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Saving Changes

After selecting the appropriate payment types for the Location, select Save Settings to apply your changes.

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Default Promo Code Application Behavior

This setting determines how Promo Codes are applied to charges with multiple line items when staff process them in the Office Portal. Staff can always choose a different behavior at the time of application, but the selected option will be used by default.

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Options

• One charge per line item
  • The system creates one charge per individual line item.
  • Whole-dollar Promo Codes apply to the first charge, then continue through the list until the full discount is used.
  • If a line item is deleted later, the system does not redistribute the remaining Promo Code. Manual adjustments will be needed.
  • Updating the Charge Title may help staff recognize charges that were created using the same Promo Code.
• Single charge
  • All line items are connected to a single ledger entry.
  • The Promo Code is applied once, to the full charge amount.
  • If any line items are deleted later, the system automatically redistributes the Promo Code across the remaining items.

Important Note: This setting does not affect how Promo Codes apply in the Customer Portal/Mobile App. That workflow always uses One charge per line item.

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Tasks Permission for All Payment Types

The task permission Allow Usage Of All Payment Types (None/Full) determines whether staff can access every payment type, even when some appear disabled in the Payment Methods settings.

• When set to Full, the staff member can accept all payment types, regardless of Location settings under SETTINGS>TRANSACTIONS>PAYMENT METHODS.
• Staff with Admin Access always have access to all payment methods automatically.

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Troubleshooting & FAQs

• Why is a payment option missing from the New Payment screen?
  • Verify whether the payment type is enabled for the selected Location under SETTINGS>TRANSACTIONS>PAYMENT METHODS. If the staff member does not have the “Allow Usage Of All Payment Types” permission, they will only see methods that are enabled.
• A staff member needs to accept all payment methods. What should I update?
  • Assign the task permission Allow Usage Of All Payment Types and set it to Full. This allows the staff member to bypass Location-specific restrictions.
• Why is the Custom Payment Type not appearing in the Customer Portal or Mobile App?
  • Custom Payment Types are only used in the Office Portal and do not display in the Customer Portal/Mobile App.
• Why did changing the Custom Payment Type name affect older reports?
  • The system updates the payment type name globally, so historical reports will reflect the new name. The payment title will include “(Custom)” to maintain historical clarity.

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Related Articles

• What are Card Types, Payment Types, and Credit Types?
• How Do I Create a New Payment in the Office Portal?
• How Do I Process Payments from Stored Payment Information?
• How Do I Configure Staff Permissions and User Groups?

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