Payment Types

To get to Payment Types, type paymenttype into the Convobar, or go to Meevo > Register > Payment Types.

Payment types are the methods of payment that your business accepts, such as cash, check, Visa, American Express, etc. You can create your own payment types, and Meevo comes with a set of default payment types that will cover most businesses.

What are the default payment types?

Note: Central Office cannot take ownership of system-level (default) data items.

Below is the complete list of default payment types, with each payment type's shortcut in parenthesis:

  • American Express (AMEX)
  • Cash (CASH)
  • Check (Check)
  • Debit (Debit)
  • Discover (DISC)
  • Donation/Charity
  • Gift Card (GiftCard)
  • Mastercard (MC)
  • Visa (VISA)

Can I edit a default payment type?

Yes; you can define an additional fee for any of the default credit card payment types. This fee can be defined in Central Office and overridden at a location.

Default payment types cannot be deleted, but they can be inactivated at a location, allowing the location to define exactly which payment types are accepted.

Adding a Payment Type

  1. From the Payment Types search form, select Add New.
  2. Enter a Display Name and Shortcut for the Payment Type. These fields appear in the register.
  3. If desired, upload an image for the Payment Type by selecting the image box to the left and then following the on-screen prompts.
  4. Non-monetary payment type: Makes this Payment Type one that does not include money being exchanged (donation or gift card redemption, for example). This setting is reflected in reporting calculations.
  5. Allow refunding to this payment type: Allows refunds to this payment type, even if it is not the payment type used in the original transaction.
  6. When finished, select Save.

Business Types and data in Central Office

If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).

Editing a Payment Type

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate the Payment Type and select it.
  2. Select Edit, and make changes as needed.
  3. When finished, select Save.

Inactivating or reactivating a Payment Type

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

Note: System-owned (default) payment types can be inactivated at a location, allowing the location to define exactly which payment types are accepted.

When you inactivate a Payment Type:

  • Transactions already completed using this Payment Type remain unchanged.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. 

  1. Locate the Payment Type and select it.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.
      
  4. Select Save.

Deleting or undeleting a Payment Type

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a Payment Type:

  • Transactions already completed using this Payment Type remain unchanged.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

Note:To delete or undelete this item, the current location must be its Home Location.

To delete or undelete a Payment Type:

  1. Locate the Payment Type and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.