Payment Method Settings

This article will explain the Payment Methods section within the configuration such as what payment methods are, how to delete them, how to add them and available payment integrations.

The payment method section gives you the ability to create different payment methods that you would like to offer your client. The most common are:

  • Cash
  • Cheque
  • Credit Card
  • Eftpos
  • 7 - 90 Day Accounts
  • Direct Debit
  • Stripe (integration)

paymentmethod

It is important to note that all but Stripe require that you capture the payment external to FlatRateNOW.

Stripe is an integrated payment method where you actually accept the payment through the FlatRateNOW app, not through a POS terminal.

To integration Stripe, head over to our stripe integration section.

 

Adding new payment methods:

You can add new payment methods to suit your business.

  1. Open your Office View
  2. Click Configuration
  3. Click Payment Methods
  4. Click Add an item
    paymentmethodadditem
  5. Enter your payment method name
    addanitempaymentmethod
  6. Enter the Sequence
    1. Tick if 'Final Payment Only' if you do not want to allow Progress/Deposit payments with this method
  7. Click Save

 

Deleting payment methods:

  1. Open your Office View
  2. Click Configuration
  3. Click Payment Methods
  4. Click the little bin icon on the right
    rubbishbiniconpaymentmethod

 

Activate Stripe:

To activate Stripe, head over to our 'Activating Stripe' article.