SettingsPayment Methods
Creating a Payment Method
How to create a payment method, what each field means, and how fee and website settings affect other parts of Work Planner.
From Settings > Payment Methods, click New Payment Method when you need a payment option that does not already exist in selectors elsewhere in Work Planner. In multi-business setups, the popup opens on a Business tab first and then moves into Payment Method Information.
Payment Method Information
- Name: The label your team sees in payment selectors. Keep it clear and specific so staff can pick the right method quickly.
- Color: Required. This stores the method's hex colour and gives the method a recognisable visual identity in list and detail views.
- Flat Fee: Use this when the processor charges a fixed amount per payment, such as 30p every time the method is used. Leave it blank when there is no fixed fee.
- Percentage Fee: Use this when the processor charges a percentage of the payment total. Leave it blank when the fee is fixed only or when there is no percentage charge.
- Show on website: Turn this on when customers should see the method on the public payment options side of your website.
- Public payment description: Customer-facing wording for the website. Use this to explain how the customer should use the method, and leave it blank if the method does not need extra explanation online.
What the Validation Checks
- Name: Required and limited to 255 characters.
- Color: Required and must be a full hex colour such as #3B82F6.
- Fee fields: Must be numeric and cannot be negative. Percentage fee also cannot go above 100.
- Public description: Optional, but limited to 2000 characters.
What Changes After Save
Once saved, the new method can be chosen on jobs, worksheets and transactions, and under How they paid when you record a payment with Record payment. If you added fee values, Work Planner can use those later when it creates payment-fee expenses during payment recording.
Related articles
- Payment Methods List: The list you return to after adding the new method.
- Editing a Payment Method: Useful when the method already exists and only needs changing.
- Taking a Payment: Choosing the method under How they paid when you record a payment, and where its fee shows.