How do I create or edit a Payment Type?

This article explains how to create/edit custom payment types you use in your salon.

Go to Manager > Settings > Click Financials, then Payment Types.

Here you will see a list of all of your current payment types. To add a new payment type, click Add New.


Enter the details of your Payment Type on the next screen.

The Code field is a shortcode that will appear on your end of day Cash Up screen, and on some reporting. Set this to letters that can be used to abbreviate your new payment type. 

The Banked option should be set to Yes if the payment ends up in your bank account.

Click Save to finish creating your new Payment Type.

Your new Payment Type will now be visible on the Purchase screen when paying through clients.

Note: If you do not see your payment type in the purchase screen once created you will need to restart Phorest

Once you see your new payment type in this list you can then begin using it to put purchases through and pay off appointments, your new payment type will also show up in the financial reports you run.

It is always best practice to close your till/ drawer at the end of the day. Click here to view how to end your day and run the end of day report. 

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