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Setup - Adding Custom Invoice Payment Methods
Setup - Adding Custom Invoice Payment Methods

Record different types of payment transaction for better reporting

Scott Rotton avatar
Written by Scott Rotton
Updated over 2 years ago

In Zavy we allow users to customise payment methods. When taking payments businesses can track the type of payment method used by manually entering the payment amount, we call these types of transactions Manual payment methods.

Zavy also supports some integrated payment methods available which are covered in another guide.

To add a custom payment method

  • Navigate to settings > financial > payments

  • Click add payment method

  • Enter a descriptive name

  • Click update

It's as simple as that, you can use the new payment method to start recording transactions

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