How to Set Up Payment Options
The Payment Options setting lets you record what payment forms you accept and any surcharge that is applicable. This information is then used for Receipting and for Document merging.
1. Access Payment Options
The Payment Options settings are located in the System Preferences. It can be accessed by either
2. Activate/Edit an existing option
Within the Payment Options are a number of default payment types (such as Visa, AMEX etc) which can be activated/edited. To activate or edit one of the existing options, highlight the relevant payment option and then click the edit button.

The Edit Payments Option window will now appear. To enable a payment type:
- Set the slider to Enable
- Confirm that the type of payment i.e. Credit Card, Paypal, Other
- Set the name of the payment type
- If there is a fixed surcharge amount per transaction regardless of the amount of the transaction, i.e. $1 per transaction, specify it here
- If there is a percentage (%) surcharge amount per transaction, specify it here

Click Save & Close to finish.
3. Add a new Payment Option
To add a new type of Payment option i.e. Stripe, click the Add button at the bottom of the grid.

The Add Payment Option window will now appear. Enter the following information
- Set the slider to Enable
- Set the type of payment. In the example of Stripe, the payment type would be set to 'Other'
- Set the name of the payment type - in this case Stripe
- If there is a fixed surcharge amount per transaction regardless of the amount of the transaction, i.e. $1 per transaction, specify it here
- If there is a percentage (%) surcharge amount per transaction, specify it here

Click Save & Close to finish. Then close the Preferences window by clicking Save & Exit.