## 💳 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**.

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### 📝 Add a Payment Method

1. Go to **MANAGEMENT → System Setup**
2. Under **Basic Setup**, tap **Payment Method**
3. In the **Payment Methods** dialog, tap **Add Payment Method**
4. In the **Add New** dialog, search or browse the tiles and tap to select one or more methods (selected tiles show a blue border)
5. 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.

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### ✏️ Edit a Payment Method

1. In **Current Payment Methods**, tap the pencil icon on the method you want to change
2. 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 |

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### 🗑️ Remove a Payment Method

1. Tap the trash icon on the method, then confirm the deletion
2. 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.

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### ↕️ 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.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdHNDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--83340e725a9abd9a2856350dc315eb1bc2d4bc47/add-configure-payment-method-EN.mp4)