Add a New Payment Method

This article explains how to add Payment Methods in D4Web. It is recommended that only accepted payment methods are shown when processing a payment.

When adding a new payment method, it is recommended to mimic the setup of a similar payment method in the list.  

1. Click the navigation menu > Location Setup > System Tables page

2. System Tables: Methods of Payment 

3. Click Add and enter information in the new row

   1. Method of Payment: Enter the name of the new payment method

   2. Notes: Enter a description of the new payment method

   3. Group Type: Select the type of payment method this is

   4. Type of Bank Slip: Select the type of bank slip the method will be associated with

   5. Show in Report: Select if the payment method should show in reports

   6. Show in Drop List: Select if the payment method should show in list when processing a payment

   7. Sort Order: Select the order the payment method will appear in the drop list when processing a payment

   8. Payee Type: Select if a Standard or Insurance payment

   9. Can be replaced with another paym. method: Select Yes

   10. Can replace another payment method: Select Yes

   11. Allow Modify of Details in Receipts: Select Yes it isn't necessary

   12. Description for Reporting: Enter the name of the payment method to appear on reports

   13. Surcharge Item: Select the relevant item to charge a surcharge for this time

   14. Surcharge %: Enter the surcharge percentage
       

Links:

Remove Payment Method from Payment Drop List