Payment method kinds
The eight kinds of payment method, how each one is paid and recorded, and the starting settings of each.
Every payment method in Settings → Payment methods has a Kind. The kind decides how a payment of that method reaches a booking.
| Kind | How it is paid and recorded | Customers report it? | Starts with |
|---|---|---|---|
| Cash | Recorded by staff with Record payment. Counts in Cash in the drawer. | Yes, if shown to customers | Staff only, Approved by staff |
| Bank transfer | Recorded by staff, or reported by the customer with the slip and approved by staff. Holds the bank accounts customers transfer to. | Yes | Shown, Proof needed, Approved by staff |
| Cheque | Recorded by staff, or reported and approved. | Yes, if shown to customers | Staff only, Proof needed, Approved by staff |
| Card machine | Recorded by staff after a card payment on the office terminal. | Yes, if shown to customers | Staff only, Approved by staff |
| Online (gateway) | Paid by the customer through a payment link; recorded by the gateway, never by hand. Gateway chooses which account takes it: The booking branch’s gateway or a named gateway. | No: it is paid online | Shown |
| Other | Any other way; recorded by staff, or reported and approved. | Yes, if shown to customers | Approved by staff |
| Customer credit | Built in. Paid by the customer from their credit balance in their account. Cannot be deleted or recorded by hand. | No | Shown |
| Loyalty points | Built in. Paid by the customer with their points in their account. Cannot be deleted or recorded by hand. | No | Shown |
The options of a method
| Option | What it does |
|---|---|
| Name in English, Name in Arabic | What staff, receipts and customers see. |
| Code (optional) | Used in exports; made from the name if left empty. Letters, numbers, - and _ only. |
| Offered in | Every branch, or only the branches you tick. Recording by hand only offers the booking branch's methods. |
| Shown to customers | Shown to customers in their portal and trip page. |
| Proof needed | Customers attach a slip or receipt when they report a payment. |
| Approved by staff | A payment reported this way waits in Payments → To confirm. |
| Bank accounts | For bank transfers: Bank, Account name, IBAN, SWIFT / BIC, Account number, Currency and Branch. Each account needs an IBAN or an account number. |
| Instructions for customers | Shown to customers, in English and Arabic. |
Note
A method already used on payments cannot be removed: Remove switches it off instead, so old receipts keep its name. Built-in methods are switched off, never removed, and their kind cannot change.
Related articles
- Ways to get paid: cash, transfer, card and onlineHow each way of paying reaches the books, from cash at the desk to online card payments, transfers customers report and customer credit.
- Record a paymentAdd a payment the customer made in cash, by card machine or by bank transfer, and send them the receipt.
- Confirm a transfer the customer reportedCheck a bank transfer a customer reported with the slip, then approve it to record the payment, or reject it with a reason.
- Payment statusesEvery status the money screens show: booking payment states, payments and refunds, payment links, reported transfers, gateway calls, reconciliation and credit.