Add a payment method customers can use

Add a way customers can pay you, such as e-transfer, cheque or cash, give it the name customers see, and decide whether it shows on invoices and quotes by default.

In the sidebar, open Settings, then choose Payment Methods You Accept under Sales & Billing. The page address is /settings/org/billing/payment-methods. The page is titled Payment Method Catalog.

Before you start

• Nova already includes the common methods. Open one and its Source reads System (the Source filter finds them too). You cannot change what kind of method those are, but you can change their names, instructions and defaults.
• Card payments through Nova Payments are set up on the Nova Payments page, not here. See Set up Nova Payments.
• Your role needs the permission to create payment method definitions to add one, and the update permission to change one.

Steps

1. Press Add payment method. A panel opens titled Add payment method definition.
2. Type the Display name customers see on invoices and in payment instructions, for example E-transfer.
3. Pick a Canonical family: the kind of payment it is, such as card, bank transfer, cheque, cash or other. The note under the list explains when to use each family.
4. Pick a Collection mode: whether Nova charges it online, records it after the fact, or only shows instructions for the customer to follow.
5. Leave Status as Active.
6. Add an internal Description for your team, and an Instructions template with the wording customers see when they need to send the payment themselves, such as the email address for an e-transfer.
7. Set the defaults: Enabled by default makes it available on every account; Customer visible by default shows it to customers; Invoice enabled by default and Quote enabled by default offer it on those documents; Portal visible by default shows it in the customer portal.
8. Press Create definition. The new method appears in the list.

What you see

• Each row shows the Method, its Family, its Defaults as short badges (Enabled, Customer, Portal, Org preferred) or No defaults, its Status and when it was last Updated.
• Pressing a row opens the same panel for editing. Press Save definition when you are done, or Clear selection to close it.
• Under Filters, Status shows Active or Archived methods and Source shows System or Custom ones.
• To stop offering a method, open it and change Status to Archived. It stays in history but is no longer offered.

If something looks different

• Add payment method is greyed out: your role cannot create payment methods. Ask your admin.
• Canonical family and Collection mode are greyed out: this is a System method. Change its name, instructions and defaults instead, or add a custom one.
• Portal visible by default seems to do nothing: it only applies when Customer visible by default is on as well.
• The list is empty: no methods have been set up for this organization yet.

Open Payment Methods You Accept