Customize the available payment methods across your organization—such as adding e-transfers, gift cards, or purchase orders—so your team can accurately record how clients pay.
Adding a New Payment Type
Go to Settings > Fields > Payment Types.
Click New Payment Type.
Enter a Value Name (e.g., E-Transfer, Gift Card, or Purchase Order).
If you manage multiple locations, check All Organizations to make this payment method available across all properties.
Click Create.
The new payment type will immediately appear in the dropdown menu when processing payments or creating invoices.
Managing Existing Payment Types
From the Payment Types list, you can manage active payment methods:
Edit: Click Edit next to a payment type to update its name or details.
Archive: Click Archive to hide a payment option from dropdown menus without deleting historical transaction data.
Delete: Click Delete to permanently remove a payment type.
Note: The option to delete payment types is only available if the payment type has never been used in any existing transactions. Otherwise, the following message will appear
How Payment Types Work
Recording Payments: When adding a payment to an invoice or booking, select the relevant payment type to track how the client paid.
Invoices & Reports: The chosen payment type displays on internal payment records and feeds directly into financial reports for consistent accounting reconciliation.
Global Scope: Payment types apply globally across all invoices in your organization.
Note: System-default options (such as Stripe) cannot be deleted or archived, as they are integrated directly into Event Temple's automated payment processing. You will receive the following error when attempting to delete the payment type:
