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Payment Types

Josh Senior avatar
Written by Josh Senior
Updated over 3 weeks ago

The Payment Types section in Indy Admin allows you to create custom payment methods for your point-of-sale (POS) system—useful when a sale is made via an external process or should be logged manually for auditing.

These payment types do not process real funds. Instead, they are a way to record transactions made outside of standard cash/card methods.

💳 Where to Find It

Navigate to:

Settings → Site → Payment Types

🧭 What Are Custom Payment Types?

Used to log orders made via non-standard means, such as:

Invoiced sales

Complimentary (comp) tickets

3rd-party platforms like Mubigo, Voucher vendors, or Promotional partners

They allow your team to:

Track external transactions

Keep sales totals accurate for internal reporting

Maintain an audit trail of who authorised special payments

➕ Creating a Payment Type

Click Add Payment Type to configure a new method. You’ll be able to set:

Field

Function

Name

Display name in POS (e.g. “Invoiced Order”)

Description

Internal reference

Enabled/Disabled

Controls visibility in POS

Primary Option

Toggles whether it appears on main POS screen

Confirmation Prompt

Message a cashier must acknowledge before using this payment type (e.g. "Confirm this is an authorised invoice sale.")

Collect Details

Enable input fields for added context

Require Details

Force staff to enter info before proceeding

Ask for Name

Capture staff or customer name for tracking

🧠 Best Practice

These payment types should only be used in specific cases. Since they do not collect payment, they are excluded from revenue reports and should be tightly controlled and regularly reviewed.

Watch the Tutorial

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