Payment Methods
Payment Methods Guide
Complete guide to managing payment methods in Kelola. Learn to add custom payment types, track payment methods in reports, and configure payment options.
On This Page
- What You’ll Learn
- Understanding Payment Methods
- Adding a Payment Method
- Step 1: Access Payment Settings
- Step 2: Configure Method
- Step 3: Save
- Using Payment Methods
- During Sales
- Multiple Payment Methods
- Payment Method Reports
- Viewing by Payment Type
- Reconciliation
- Best Practices
- Troubleshooting
- ”Payment method not showing”
- ”Wrong total in reports”
- FAQ
What You’ll Learn
By the end of this guide, you’ll be able to:
- Add custom payment methods
- Configure payment options
- Track sales by payment type
- Set default payment methods
Understanding Payment Methods
Default payment methods:
- 💵 Cash
- 💳 Credit/Debit Card
- 🏦 Bank Transfer
- 📱 E-Wallet (GoPay, OVO, etc.)
Custom payment methods you can add:
- Installment/Credit
- Vouchers
- Points/Loyalty
- Crypto
- Any type you need
Adding a Payment Method
Step 1: Access Payment Settings
- Go to Account
- Tap “Payment Methods”
- View existing methods
- Tap ”+ Add Payment Method”
Step 2: Configure Method
Enter details:
| Field | Description | Example |
|---|---|---|
| Name | Display name | ”GoPay” |
| Type | Category | E-Wallet |
| Active | Enable/Disable | ON |
Step 3: Save
- Review settings
- Tap “Save”
- Method appears in sales screen
Using Payment Methods
During Sales
Select payment method:
- Record Stock Out (sale)
- Before submitting, tap “Payment Method”
- Select from list
- Complete transaction
Multiple Payment Methods
For split payments:
- Select “Multiple” or “Split”
- Enter amount for first method
- Select method
- Add second payment
- Continue until total reached
Payment Method Reports
Viewing by Payment Type
Track payment preferences:
- Go to Reports → Sales
- Filter by “Payment Method”
- See breakdown:
- Cash sales total
- Card sales total
- E-wallet sales total
- Other methods
Reconciliation
Match payments to bank deposits:
- Cash = Physical cash count
- Card = Bank statement
- Transfer = Bank statement
- E-wallet = App statement
Best Practices
✅ Keep it simple
- Don’t add too many methods
- Focus on what customers use
- Remove unused methods
✅ Train staff
- Ensure correct selection
- Know when to use “Multiple”
- Handle errors gracefully
✅ Reconcile daily
- Match methods to actual deposits
- Investigate discrepancies
- Keep accurate records
Troubleshooting
”Payment method not showing”
- Check if active
- Verify not hidden
- Restart app
”Wrong total in reports”
- Check split payment entries
- Verify method selections
- Review transaction history
FAQ
Q: How many payment methods can I add? A: Unlimited, but keep it manageable.
Q: Can I rename default methods? A: Yes, edit any payment method name.
Q: Do payment methods affect inventory? A: No, they only track how customers pay.
