Payment Methods

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When you mark an invoice as paid in Halaxy, you can select the payment method that was used for your records.

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Payment methods allow you to keep track of how your payments processed outside of Halaxy are handled. You can filter income reports by payment method.

Editing and adding payment methods

By default, Halaxy has a list of different payment methods you can use to mark an invoice as paid. You can edit and rearrange this list in your Payments Settings page, in the Offline Payment Settings section.

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To add, edit or rearrange your payment methods:

  1. Click Settings > Payments.

  2. In the Offline Payment Settings section, click Edit. The Edit Payment Methods pop-up appears:

    PaymentMethods_Edit.png
    • To rearrange the order of payment methods, use the arrows on the right of the pop-up.

    • To add a payment method, click Add a New Payment Method. The new payment method will appear in the bottom of the list. You can type in the name of the method in the text field:

      PaymentMethod_Edit2.png
    • To remove a payment method from the list, untick the Active checkbox or click the Delete (trash) icon to the right of the payment method. You cannot delete the default payment methods (you can only mark them as inactive). Marking a payment method as inactive has the same effect as deleting it.

  3. Click Save when done.

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