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Payment methods ​

When you need this ​

  • You are setting up the app, and want to list the ways people pay you: cash, bank transfer, mobile money, card, and for a practice, medical aid.
  • You started taking a new kind of payment, for example a new mobile money service.
  • Payments of one kind should land in a set cash or bank account without the cashier choosing it each time.

Staff pick a payment method each time they record a payment. The method's Type tells the app which of your cash and bank accounts the money can go to.

Steps ​

Add a payment method ​

  1. In the menu, open Settings. Under Money, press Payment Methods.
  2. Press + at the top right. Create Payment Method opens.
  3. In Payment method name, type the name staff will see, for example EcoCash or CBZ transfer.
  4. Under Type, choose the kind of payment:
    • CASH: notes and coins. The money goes to a cash account (the till, the safe, petty cash).
    • BANK: a bank transfer or deposit. The money goes to a bank account.
    • MOBILE_MONEY: a mobile money payment. The money goes to a mobile money account.
    • CREDIT_CARD or DEBIT_CARD: a card payment. The money goes to a card machine's account.
    • MEDICAL_AID: paid later by the medical aid, for a practice.
  5. Under Default cash account (optional), choose the account this method's money usually goes to, or leave -- Select default cash account --. The screen says Pre-fills the cash account on receipt creation when this method is selected.
  6. Leave Zimra payment methode code empty, unless your business sends its invoices to ZIMRA and ZIMRA gave you a code for this method.
  7. Press Save Changes.

Change a payment method ​

  1. On Payment Methods, press Edit on its row. Edit Payment Method opens.
  2. Change the name, Type or Default cash account (optional).
  3. Press Save Changes.

Delete a payment method ​

  1. On a computer, press the small arrow beside the row's Edit, then Delete. On a phone, press Delete on the row.
  2. Are you sure?: press Yes, delete it!.

What you should see ​

  • The list shows each method's Name, Slug (a short name the app makes from the name) and Type.
  • After Save Changes, Success shows Saved successfully!.
  • When staff record a payment and choose the method, the cash account is filled in with its default account. If the payment is in another currency than that account, the app picks an account in the payment's currency instead. Staff can still change it.

If something goes wrong ​

  • Save Changes is greyed out: type a name and choose a Type first.
  • The account you want isn't under Default cash account (optional): only active accounts are listed (cash, bank, mobile money and the rest). Add the account under Cash & Bank first, then come back.
  • A payment doesn't offer the account you expect: check the method's Type. A CASH method offers only cash accounts, a BANK method only bank accounts, and so on.
  • The + button, Edit or Delete is greyed out, with "You do not have access to this feature": your role can't add, change or delete payment methods. Ask the owner.
  • "You don't have any payment methods yet": the list is empty. Add one as above.