Summary

When you record a payment in a customer's account, you pick how they paid from a drop-down list. This page lets you control what's on that list — show the methods you actually accept, and hide the ones you don't.

Key Points

Edit, reorder, hide, or delete payment methods
Hide the methods you don't use to prevent mistakes
Add your own custom payment methods

How to Get to Payment Methods

Click the Settings gear icon.

Select Payment Methods.

Select the light grey New Payment Method button in the upper-right corner of your screen

How the List Is Used

When you record a payment manually, you click Create a new..., choose Payment, and then pick a method from the Payment Method drop-down. Most businesses don't accept every option Fieldwork offers — so this page lets you trim the list down to just what you use.

Three Methods You Can't Change

Most payment methods can be edited, hidden, or deleted. But three are permanent and will always be there:

Credit — Appears only when the customer has a credit balance on their account (money they've already paid).
Account Adjustment — Always available, for those times when the numbers need a manual correction.
PayPal — Appears only if your Fieldwork account is connected to PayPal.

These three cannot be hidden or removed.

Reordering the List

You can control the order that methods appear in the drop-down:

Find the Order column.
Click and hold the arrows next to a method.
Drag it up or down, then drop it where you want.

Note: Put your most-used methods at the top so they're quick to find.

Hiding and Showing Methods

You don't have to delete a method to get it off the list — you can just hide it.

To hide: Click the Hide button. Hidden methods show up in grey text with the word True in the Hidden column.
To show again: Click the Show button.

Once Hidden, the payment method will look something like this:

To Show the Payment Method again, click the light grey Show button to the right of the Payment Method you would like to appear

Deleting Methods

To permanently remove a method, click the red Delete button to the right of the Payment Method you want deleted. Use this only for methods you're sure you'll never need again — hiding is usually the better option.

Note: Any change you make here automatically updates everywhere — the mobile apps and the online browser will all show the same list right away.

Adding a New Payment Method

To create your own payment method, click the New Payment Method button in the upper-right corner

Next, fill in:

Name — What the method is called. Maximum 20 characters.
Hidden — Check this box if you want to create the method now but keep it off the list until you're ready to use it.