Payment Method Basics
Create, display, hide, edit, and remove the payment choices employees use at checkout.

What Is a Payment Method?
A payment method is a tender option employees can select when accepting money, such as Cash, Credit Card, Debit Card, or another configured method.
Payment Method Settings controls availability and checkout behavior. It is separate from the external processor that communicates with a physical card terminal.

How to Create a Payment Method
Open Settings → Payment Methods.
In the payment-method list, select New.
Enter a clear name.
Complete the available method settings.
Save.
Refresh the list and confirm the method appears at checkout.
Create only methods your business actually accepts so employees are not presented with confusing choices.

How to Hide or Show a Payment Method
Open Settings → Payment Methods.
Find the method.
Use its Hidden switch to hide or show it.
Wait for the list to refresh.
Verify the checkout screen.
Hiding a method removes it from normal employee selection without erasing historical transactions that used it. Locked system methods may have limited editing controls.

How to Edit or Delete a Payment Method
Find the payment method in Settings.
Open Actions.
Choose Edit to update an editable method.
Choose Delete only when a custom method is no longer valid.
Review the warning and confirm only when authorized.
Prefer hiding a method when historical use must remain understandable or when it may be needed later.