How to Create Payment Types

This guide explains how you can add various payment types in Pabau.

Step 1: Navigate to Setup

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. Locate "Payment Types" under the Financials section.

Step 2: Create Payment Type

Once you're on the Payment Types page, click the "Create Payment Type" button on the top right corner to get started.

You will be prompted to complete the payment type details. Start by selecting whether the payment type is Money, Non-Money, or Account Credit.

Next, name the payment type and optionally add a description if desired.

If the payment type is active, ensure to tick the "Active" option right next to the "Create" button.

Click the "Create" button to finalize the action.

NOTE: For more information on using payment methods in Pabau, refer to this article.

By following these steps, you can create different payment types in Pabau.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.