How to Add Payment Method?
How to Setup Payment Methods in RepairDesk
As a repair shop, it is important to accept the methods of payment that your target customers prefer to use. RepairDesk provides you with the ability to record payments using different payment methods, ensuring a seamless payment process for both you and your customers.
Payment Method Types
RepairDesk supports the following payment method types:
- Card: Accept payments from credit and debit cards.
- Bank Transfer: Accept payments from bank transfers.
- Cash: Accept payments in cash.
- Check: Accept payments by check.
- Gift Card: Accept payments from gift cards.
- Loyalty Points: Accept payments from loyalty points.
- Store Credit: Accept payments from store credit.
- Other: Accept payments from other payment methods, such as PayPal or Amazon Pay.
Creating a New Payment Method
To create a new payment method in RepairDesk, follow these simple steps:
- Go to Settings and click on Payments.
- Click on the New button to create a new payment method.
- A new window will open where you can enter the details for the new payment method.
- Fill in the required fields such as Name, Description, and Account Code.
- Choose whether the payment method should be enabled or disabled for checkout. If it is disabled, the specific payment method will not be available for selection during the payment process.
- Click Save to create the new payment method.
Note: It is important to ensure that the payment method is enabled for checkout if you want your customers to be able to use it during the payment process.
Default Payment Method
We've introduced the "Default Payment Method Selection" feature, allowing users to set their preferred payment method in the system's settings. This default selection will be pre selected during the checkout process, making transactions more efficient.
Conclusion
With RepairDesk's payment methods feature, you can easily set up and manage the different payment options that your repair shop accepts. By offering a variety of payment methods, you are catering to the preferences of your customers and providing them with a convenient and seamless payment experience. Follow the steps outlined above to create new payment methods in RepairDesk and start accepting payments hassle-free.