Payment Methods

Payment Methods Overview

Payment methods determine what options appear when recording payments on repairs and sales. Fixmo comes with four built-in methods and lets you create custom ones to match your workflow. Only Admins can manage payment methods.

Built-in Payment Methods

Fixmo includes four built-in payment methods that are available from the moment you create your account, each already set up with its own receiving account so it can take payments immediately. These cannot be deleted, but you can toggle them active or inactive. To set a method's starting balance, open its receiving account in Settings > Payment Accounts and enter the opening balance there (for example, the cash already in the drawer).

• Cash — for cash payments at the counter
• Card — for credit and debit card payments
• Bank Transfer — for direct bank transfers
• Online — for online payment links and digital wallets

How to Add a Custom Payment Method

Custom payment methods let you add any payment option specific to your business, such as mobile money services, store credit, or a specific payment app. Each new custom method automatically gets a matching Payment Account set as its default, so payments made with it are tracked to a balance from day one.

1. 1Go to Settings > Payment Methods from the sidebar.
2. 2Click the 'Add Method' button.
3. 3Enter a name for the method (e.g., 'PayPal', 'Store Credit', 'Mobile Money').
4. 4Choose a color from the preset palette for the icon display.
5. 5Select an icon from the available options (e.g., Banknote, CreditCard, Wallet, Smartphone).
6. 6Click 'Create Method' to add the method to your list.
7. 7To set the account's opening balance, or add more accounts for this method, go to Settings > Payment Accounts.

Editing and Deleting Custom Methods

All payment methods can be edited by clicking the edit (pencil) button. Built-in methods allow changes to icon, color, and opening balance but not the name. Custom methods can also be renamed or deleted.

1. 1In the payment methods list, click the edit (pencil) button on any method.
2. 2Update the name (custom only), opening balance, color, or icon as needed.
3. 3Click 'Save Changes' to apply.
4. 4To delete a custom method, click the delete (trash) button and confirm.

Setting a Method's Receiving Account

Every payment method has a receiving account — the real-world place its money sits, like the cash drawer or a bank account. It's what keeps the balances in Finance > Accounts accurate: when staff record a payment, the money lands in that method's receiving account unless they pick a different account for that individual payment.

• Each method on the Settings > Payment Methods page has a 'Receiving account' picker — change it any time to point the method's money at a different account.
• Built-in methods and every custom method come with a receiving account already set, so they work out of the box.
• If a method has several accounts (e.g. a counter drawer and a banked-cash account), the picker chooses which is the default; staff can still switch per payment at checkout.
• A method with no account can't take payments — the payment screen will ask you to add and link one first. Add accounts in Settings > Payment Accounts.
• Payments recorded with an inactive method or account are rejected — reactivate them first if needed.

Toggling Methods Active or Inactive

Each payment method has an active toggle switch. When a method is inactive, it does not appear as an option when recording payments on repairs or sales. This lets you temporarily remove options without deleting them.

• Active methods appear in the payment selection during repair delivery and sales checkout
• Inactive methods are hidden from payment selection but remain in your settings
• You can toggle any method (built-in or custom) active or inactive at any time
• The payment method list shows the count of payments recorded for each method