💳 Add or Configure a Payment Method
Enable payment methods for checkout, customize their names and icons, and control checkout behavior — all from Management → System Setup → Payment Method.
📝 Add a Payment Method
- Go to MANAGEMENT → System Setup
- Under Basic Setup, tap Payment Method
- In the Payment Methods dialog, tap Add Payment Method
- In the Add New dialog, search or browse the tiles and tap to select one or more methods (selected tiles show a blue border)
- Tap the green checkmark to confirm — selected methods are enabled immediately and appear under Current Payment Methods
💡 Tip: This screen only lets you enable payment methods that already exist in your account's catalog (Cash, Visa, Mastercard, PayNow, GrabPay, WeChat Pay, Alipay, NETS, and more). There's no free-text field to create a brand-new method — if you need one that isn't listed, contact support to have it added to your catalog first.
✏️ Edit a Payment Method
- In Current Payment Methods, tap the pencil icon on the method you want to change
- Adjust any of the following, then tap the green checkmark to save:
| Option | What it does |
|---|---|
| Custom Image | Upload a custom image to replace the default payment method icon |
| Payment Method Name | The base name is locked; tap the globe icon next to it to add or edit translations instead |
| Sales Exclusive | Invoices paid with this method won't be counted into actual sales |
| Require Credit Usage | Require the customer to use balance credit before selecting this method |
| Require Customer | Require a customer to be bound before this method can be selected |
| Payment Cancellable | Allow cancellation during the payment process |
| Integrated Payment | Enable integrated payment processing for this method |
| Require Zero Balance | Only allow this method when the order balance is zero |
| Allow Custom Amount | Allow entering a custom amount (e.g. voucher face value) that can exceed the order total, with no change given |
🗑️ Remove a Payment Method
- Tap the trash icon on the method, then confirm the deletion
- This disables the method rather than deleting it permanently — it moves back into the Add New catalog and can be re-enabled anytime. Past transactions using this method are unaffected.
↕️ Reorder Payment Methods
Drag a row by its handle in Current Payment Methods. The new order saves immediately and determines how payment methods are listed at checkout.
🎬 Video Guide