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How to Add a New Payment Method

Overview​

If you start accepting a new form of currency, integrate a new payment gateway, or partner with a new delivery aggregator, you need to add it to the system to track those payments separately.

Prerequisites​

  • User Permission Required: manage_payment_methods
  • Access: Admin or Manager role

Step-by-Step Guide​

  1. Navigate to Payment Methods Go to Platform Settings > Payment Methods.

  2. Initiate Creation Click the blue (+) Plus button located next to the search bar.

  3. Enter Payment Details A "Add Payment Method" popup window will appear. Fill in the following details:

    • Payment Method Name: Enter a clear name (e.g., "Bitcoin", "Gift Voucher", "Talabat").
    • Status:
      • Select Active to make it immediately available for use on the POS.
      • Select Inactive if you are setting it up for future use.
    • Payment Type: Select the appropriate category from the dropdown:
      • Cash: Physical currency.
      • Online: Credit cards, digital wallets, or bank transfers.
      • Due: For credit sales or ledger accounts.
      • Loyalty: For payments made using loyalty points.
    • Payment Status Type: Define how this affects the balance:
      • Paid: The transaction is considered settled immediately.
      • Credit Due: The transaction creates a balance owed by the customer.
    • Description: (Optional) Enter notes explaining when to use this method.

  4. Save Click the Save button to create the new payment method.

Outcome​

The new payment method will appear in the list and will be available for selection on the POS payment screen (if set to Active).