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Payment and Currency Options
Payment and Currency Options

How to select your default currency and payment options

Caro Syson avatar
Written by Caro Syson
Updated over a week ago

It's very simple to customise and show your payment methods and currency options throughout Pocket PA to reflect wherever you are in the world!

  • Via the Account settings under the User Profile select the Payment settings tab.

  • Payment method options are

    • Cash

    • Card Payment

    • Bank transfer

    • Gift voucher

    • Paypal

    • Cheque

  • By default the card payment is switched OFF until you connect it via the Integration area and connect to a Stripe or Square account.

To find out how to set up a Stripe or Square account click here.

  • The currency is automatically set to GBP £ as the default currency, but it can easily be amended to reflect your own currency by selecting the preferred currency from the dropdown.

  • Press the green Save button to finish and save all changes.

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