Payment methods

The payment methods list is the set of ways you accept money. It's what appears in the dropdown when someone records a payment, and it's what the Payments report groups by.

It lives in Settings > Organization, in its own card near the bottom.

1. Add Payment Method

Click Add at the top right of the card and name the method.

What to put in the list

Only what you actually accept. A typical home services set:

• Card for anything through Stripe
• Cash
• Check
• Zelle or your local bank transfer equivalent
• Other as a catch-all

Resist adding methods you take once a year. Every extra option is one more thing a technician has to pick correctly at a front door, and wrong picks are what make the Payments report useless.

2. Edit and delete

Each row has edit and delete buttons.

Rename rather than delete where you can. Deleting a method that's already attached to recorded payments orphans that history, and then your payment breakdown stops reconciling with your bank.

Why this list matters

Reports > Payments groups everything you've collected by method, with amounts and percentages. That breakdown is only meaningful if the list is short and everyone picks honestly.

It's also how you notice things worth knowing: if a third of your money arrives as checks, that's a cash-flow delay you can do something about.

Tips and gotchas

• Short list, honest data. Five methods, not fifteen.
• Rename, don't delete. Deleting breaks historical reporting.
• Card requires Stripe. The method existing in this list doesn't mean you can charge one.
• Check the split occasionally. It tells you about your cash flow, not just your bookkeeping.

Next up: Service plans