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Payment types

Create your own payment types so that you can, for example, filter payments by them.

Module location

You can access the module in Management > Settings > Payments > Payment types.

Using the module

Create, for example, a payment type “Store” and assign it to payments going through your EOS Store.

Payment methods

You determine the payment methods entirely according to your options. Thanks to these settings you give customers a choice of how they will pay for the ordered goods. For each method you also set who it is intended for, what its price is and which delivery method can be used with the given payment method.

Go to Management > Payments > All payments and filter payments by the given payment type.

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Further uses will be added. For example, custom number sequences for individual payment types.

Creating a new payment type

  • In the top right corner of the screen, click the button with the “+” icon.

  • In the dialog that appears, enter a name.

  • You can also enter an internal note visible only to administrators.

  • Tick Active, so that you can start using the new type right away.

  • Then press the OK button to create the new payment type.

Managing payment types

Click the context menu (three dots) for the given item.

  • Editing and deleting: Payment type records can be edited or deleted at any time if the member has permission to do so.

  • Archiving: You can archive a payment type at any time – click the context menu (three dots).

  • Change history: Check what changed and when for the given item.

Permissions and access

Managing the module requires write permission in the Settings and Payments modules.

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