Simple Invoices

    Payment Types

    Payment types define the methods by which customers can pay invoices.

    Managing Payment Types

    1. Go to Settings → Payment Types
    2. View, add, edit, or delete payment types

    Creating a Payment Type

    FieldDescription
    Type NameDisplay name (e.g., "Credit Card", "Bank Transfer", "Cash")
    EnabledEnable or disable this payment type
    DefaultSet as the default for new invoices

    Built-in Payment Types

    TypeUse Case
    CashPhysical currency payments
    CheckPaper check deposits
    Credit CardCard payments processed manually or via gateway
    Online PaymentPayment processed through an integrated gateway
    Bank TransferDirect deposit or wire transfer
    Money OrderPostal money orders
    OtherAny custom payment method

    Online Payment Types

    When using online payment gateways (PayPal, Stripe, etc.):

    1. Enable the payment type that matches your gateway
    2. Configure the gateway under Settings → System Preferences
    3. The online payment link will appear on invoices viewed by customers
    4. Payments are automatically recorded when processed through the gateway

    Payment Type on Invoices

    • The payment type is selected when creating an invoice
    • It can be changed at any time before recording payment
    • The payment type appears on invoice PDFs and in the customer portal
    • Use descriptive payment type names for clarity