Payment Methods
Billing
Subscription ManagementPayment Methods
StewardPayment methods are configured through the System Dictionary (lookup tables) and control the payment type options available during session entry. Each method is classified as either physical or electronic, which determines how deposits are calculated and reported.
Getting Here
Navigation: Settings → Communication → Lookup Tables → Payment Methods tab
Overview
Payment methods are stored in the PAYMENT_METHOD category of the System Dictionary. Each entry has a code, label, sort order, and an “Is Physical” flag that classifies it as a physical or electronic payment type.
Fields
| Field | Type | Description |
|---|---|---|
| Code* | Text (uppercase) | Unique identifier for the payment method (e.g., "CASH", "CHEQUE", "CREDIT_CARD", "E_TRANSFER"). |
| Label* | Text | Display name shown in session entry and reports (e.g., "Cash", "Cheque", "Credit Card"). |
| Is Physical | Toggle | When enabled, this payment method is classified as physical (e.g., cash, cheque). When disabled, it is electronic (e.g., credit card, e-transfer). Affects deposit calculations. |
| Sort Order | Number | Controls the display order in the session entry payment method dropdown. |
| Active | Toggle | Inactive payment methods are hidden from session entry but retained for historical records. |
Physical vs Electronic Classification
The physical/electronic distinction is important for deposit tracking:
- Physical methods (cash, cheque) — require a physical deposit to the bank. Totals are tracked on the deposit slip.
- Electronic methods (credit card, e-transfer, online) — are settled electronically and do not appear on physical deposit slips.
Default Payment Methods
SanctuaryOS ships with 10 default payment methods in the seed data. System entries (marked with a “System” badge) can be edited but not deleted.
- Cash (physical)
- Cheque (physical)
- Credit Card (electronic)
- Debit Card (electronic)
- E-Transfer (electronic)
- Online (electronic)
- Pre-Authorized Debit (electronic)
- Wire Transfer (electronic)
- Money Order (physical)
- Other (physical)
Adding a Payment Method
- Navigate to Settings → Communication → Lookup Tables
- Select the Payment Methods tab
- Click + Add Entry
- Enter a code and label
- Set the “Is Physical” toggle appropriately
- Save the entry