Choose which ways of paying your staff see when they take or give back money. Add your own, such as PhonePe or the card machine at the front desk.

Every part of this works on a phone. Each mode shows as a card with the same switch and buttons.

Before you start

You need the Invoice Template permission, the same one that opens Invoice Settings. Without it the Payment Modes card is not on the Settings page.

Open it

Go to Settings, then Payment Modes.

The first time anyone opens it, you see Setting up payment modes for your business... for a moment. You then get the usual modes for your country, plus every way you have already taken money, switched on.

Turn a mode on or off

Use the switch in the On column. A mode that is off is hidden from staff, but stays on old receipts and reports.

The All, On and Off tabs at the top of the list filter it.

You cannot turn off your default. A message names it and asks you to make another mode the default first.

Add your own mode

  1. Press Add payment mode at the top.
  2. Under Payment type, pick the type, such as Card or UPI. It decides which column the money adds up under in your reports, and it cannot be changed later.
  3. Type the Name staff see, for example PhonePe. It shows on the payment screen, receipts and reports.
  4. Under Use it for, tick Taking payments, Refunds, or both.
  5. Leave Ask for a transaction ID ticked if staff should type a reference. That is the number from the card machine, app or bank.
  6. Tick Make this the default if it should be ticked first on every new payment.
  7. Press Add mode.

The Quick add section at the bottom of the page lists names businesses in your country often use. Press one and the form opens with the type and name filled in.

Choose the default

Press Make default on the mode's row. Only a mode that is on and used for taking payments can be the default.

Change the order staff see

On the All tab, use the up and down arrows at the start of each row. The order is the order the modes appear on every payment screen. The arrows do not work on the On and Off tabs.

Rename, edit or delete a mode

Press the pencil on the row. The Edit payment mode panel opens. Change what you need and press Save changes.

Renaming a mode does not change receipts already given out. They keep the name they were saved with.

Delete is only there on modes you added yourself. The ones set up for you can be renamed or turned off, but not deleted. A mode with payments saved against it cannot be deleted either:

This payment mode has payments saved against it, so it can't be deleted. Turn it off instead; old records keep its name.

To see a mode's history, press the clock icon on its row. It opens the Activity Log.

The two settings at the top

These sit under Payment options and apply to every mode. Each one saves as soon as you press its switch.

  • Split across methods lets staff take one payment in more than one mode, like cash and UPI together. With it off, they pick one.
  • Ask for transaction ID shows a reference box for every mode set to ask for one. With it off, no mode asks.

Both used to be on Business Profile.

What staff see

On every payment screen, staff see the modes that are on, in your order, with the default ticked first. Some types have more than one mode, such as two card machines. Staff tick the type, then pick which one. See how to record a payment.

If something goes wrong

If a mode is missing when staff take money, check it is switched on and ticked for Taking payments. For a refund, it needs Refunds ticked.

If two modes have the same name, you will see:

A payment mode with this name already exists.

If neither box under Use it for is ticked, you will see:

Choose at least one place to use this mode.