Adding a Custom Payment Method

Offer additional payment options to your customers on their invoices

Class Manager provides default payment methods for your customers to use, but we understand that businesses may offer additional, non-standard payment options. To accommodate this, you can create custom payment methods that suit your needs and track them efficiently.

Steps to Add a Custom Payment Method:

1. Click < to the right of Billing.
2. In the expanded menu click Settings and then Payment Methods.
3. Click the Add Custom Payment Method button.

Once clicked, you’ll be directed to a page where you can enter the details for your custom payment method and adjust its settings.

By selecting all tick boxes, the custom payment method will become active, receipts will be automatically emailed to customers, and the payment method will appear on invoices and in the customer portal.

You can create as many custom payment methods as necessary, ensuring flexibility in how you collect payments while maintaining accurate records. 🙌