Adding or Editing a Payment Type

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

To add 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).

To edit a Payment Type

Note: Some fields 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.