Adding a New Payment Type
From the Payment Types page, click New Payment Type.
Enter a Value Name (e.g., “E-transfer,” “Gift Card,” or “Purchase Order”).
Choose whether it should be available to All Organizations (if part of a chain).
Click Save.
The new payment type will appear in the list and can be selected when processing payments or creating invoices.
Editing or Archiving a Payment Type
Edit: Click the Edit button beside a payment type to update its name or details.
Archive: Click Archive to hide a payment type from dropdowns without permanently deleting it.
Delete: Use Delete only if the payment type is not in use in any existing transactions.
How Payment Types Are Used
When recording a payment against an invoice or booking:
You can select one of the available payment types to specify how the client paid.
The payment type is displayed on the invoice and reflected in financial reports.
This ensures consistency in reporting and helps with accounting reconciliation.
Important Notes
System fields like Stripe cannot be deleted, as they are tied to Event Temple’s built-in payment integrations.
Payment types apply globally across invoices and are visible in the organization’s payment records.
You can filter and report on payments by type for accurate revenue tracking.