Add a payment method under Settings > Payment methods so it's available whenever you record a payment or deposit on a booking. A payment method is how you collected the money — for example cash, EFTPOS, a card charged through Stripe, or an invoice to the guest or Agent.
Adding a payment method
Go to Settings > Payment methods.
Click Add payment method.
Choose the payment method from the dropdown. If your payment method isn't on the list — for example cash — click Custom and name your payment method.
Click Add.
Once added, the payment method will be available to choose whenever you apply a payment or deposit to a booking.
💡 Tip: Keep payment method names consistent with how they appear in your accounting — it makes the Reconciliation Report and your Xero reconciliation much easier to match up.
Removing a payment method
Go to Settings > Payment methods.
Scroll down to Payment methods.
Click Remove payment method.
Choose the payment method you would like to remove.
Click Remove payment method.
Click Yes on the pop up box that appears.
