How to add a custom payment method

Add your own custom payment method to offer your customers on their invoices


When creating your account for you, Class Manager has some default payment methods that you are able to activate to offer your customers different ways to pay.

We understand that many companies have other payment methods that they offer outside of the standard default options, so you have the ability to create your own custom payment methods to keep track of and log these correctly. 

To do this, head to 'Billing' > 'Settings' > 'Payment Methods':

Here you will see an 'Add Custom Payment Method' button. When you have clicked this, it will take you to a page to add the custom payment method details and select the settings for it. 

If you select all of the tick boxes it will mean it is active, the customer will receive an email receipt, and it will show on the portal and on invoices as a payment option.

You can add as many custom methods as you need to. That means you can receive your money from your customers exactly how you choose and keep an accurate record of these payments.