How to Define Payment Methods
To access the Payment Methods screen, go to Configuration > Payment Methods from the main menu.
When the screen opens, the Records tab will display all existing payment methods.
To add a new payment method:
Click on the Payment Methods tab.
In the Payment Method Name field, enter the name of the new method.
(Optional) Add any notes in the Comments field.
Click Save to save the record
Click the New button on the top right corner of he screen to define a new payment method.
All defined payments will be visible on the Sales Payment screen under the Other PM tab
Records Tab Explained
The Records tab displays all the payment methods defined in the system.
The right column lists the names of the payment methods.
The left column indicates the lock status of each record.
Locked vs. Unlocked Records
A locked record cannot be edited.
An unlocked record (shown with an open lock icon) can be updated.
What is a Locked Record?
Locked records are payment methods that are automatically created by the system and cannot be edited.
For example, if your store is connected to Shopify, payment methods such as Cash on Delivery—or any other method used in your Shopify store—will appear here as locked records.
Updating a Payment Record
To update any payment method record, select the record from the grid on the Records tab by double clicking on the row where you want to make changes. Or you can select the Payment Method name and press Edit button to make changes to it.
Make changes and click Update.
Deleting a Payment Method Record
To delete a record, select the payment method name from the grid on the Records tab click Delete.
Note: If a dependent record exists for a payment method, you will not be able to delete it. Dependent record means, the payment method already attached to a receipt on Sales Payment screen.