How do I add my own payment methods, like Zelle?
Add it once in Settings and it appears whenever you record a customer payment or pay a bill.
Open Settings, Workspace, Payment Methods and click Add. Every method on that list appears when you record a payment from a customer and when you pay a bill, so a payment made by Zelle is recorded as Zelle rather than Other.
Built-in methods. Check, ACH / Bank transfer, Credit card, Cash and Other come with every workspace. They can't be renamed or removed.
Add one while recording a payment. Type the name into the method picker on the payment form and choose to add it. It's saved to the list for next time.
Rename or remove a method you added. Use the menu next to it on the Payment Methods page. Removing a method that past payments used takes it out of the picker, and those payments still show it. Adding the same name again brings it back.
Online payments. A payment your customer makes online from an invoice is shown as an online payment and doesn't use this list.
Adding, renaming and removing methods needs the "Manage payment methods" permission.
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