Managing custom payment methods

In addition to WellnessLiving’s default payment methods, you can create, modify, and delete custom payment methods. Custom payment methods are additional payment methods clients can use at checkout. All account type custom payment methods (e.g., insurance) must be added to a client’s account before they can be used.

To enable or disable a custom payment method, see Enabling and disabling payment methods.

In this article:

To create a custom payment method:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Store Configuration.
  4. On the Store Configuration menu, click Store Settings.
  5. Under Payment Methods, click Add Payment Method.
  6. Under PAYMENT METHOD NAME, enter the name of the payment method.
  7. Under TREAT PAYMENT AS, select what type of payment method this custom payment type will act as in the system. You can choose any of the default payment methods.
    • Custom payment methods that are treated as account payment methods allow more complexity than other payment methods. Because the account can be used to track outstanding payments, you can create custom payment methods for purposes such as insurance.
  8. Select the Client can use it in online store checkbox to allow clients to make purchases in the online store using this payment method.
  9. Click ADD PAYMENT METHOD. Your changes are saved automatically.

To modify a custom payment method:

NoteOnce a custom payment method is created, you cannot change the TREAT PAYMENT AS field.
  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Store Configuration.
  4. On the Store Configuration menu, click Store Settings.
  5. Under Payment Methods, click the Edit button  next to the payment method you want to change.
  6. Under PAYMENT METHOD NAME, enter the new name of the payment method.
  7. Select the Client can use it in online store checkbox to allow clients to make purchases in the online store using this payment method.
  8. Click SAVE CHANGES.

To add a custom payment method to a client’s account:

NoteYou can only add account type payment methods to a client’s account.
  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Billing & Account Balance.
  5. At the bottom of the page, click Add Custom Payment Method and select the payment method you want to enable for this client.
  6. In the confirmation popup, click OK. This custom payment method will now be available for this client.
  7. To add money to the custom payment method on the client’s profile, see Clearing or adjusting a client’s account balance.

To delete a custom payment method:

NoteWhen you delete a custom payment method, this payment method will be removed from all associated client profiles.
NoteYou cannot delete a custom payment method once it is used in a transaction. This is to preserve your business’s historical records.
  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Store Configuration.
  4. On the Store Configuration menu, click Store Settings.
  5. Under Payment Methods, click the Edit button  next to the payment method you want to delete.
  6. Click DELETE.
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