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. These cannot be deleted, but you can toggle them active or inactive. Each built-in method starts with an opening balance of 0.00 by default. You can update the opening balance to match your actual starting amounts for accurate financial tracking.

• 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.

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. 4Optionally, set an opening balance if this method starts with an existing amount.
5. 5Choose a color from the preset palette for the icon display.
6. 6Select an icon from the available options (e.g., Banknote, CreditCard, Wallet, Smartphone).
7. 7Click 'Create Method' to add the method to your list.

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.

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