Payment Methods

The Payment Method Reference List includes all Payment Methods that can be entered as a Customer's default method in Maxio. If you have a GL Integration enabled, this Reference List is populated with your existing GL Payment Methods during the sync process. Payment Methods that originate from your GL cannot be edited or deleted in Maxio, but changes made to those methods in the GL sync into Maxio.

The list shows each method's Name, Is Active?, and Type. If NetSuite or QuickBooks is enabled, it also shows that system's identifier for the method. Inactive methods sort to the bottom of the list.

Create a Payment Method

In addition to the GL Payment Methods, you can create your own custom Payment Methods for use in Maxio. Creating, editing, and deleting Payment Methods requires Admin permissions.

1. Click New Payment Method on the Payment Methods screen.

   

2. Address the following fields:

   • Name - Enter a name for the Payment Method. You can be as specific or as general as you like: you could have Credit Card as your Payment Method name, or create separate Payment Methods for American Express, Discover, and Visa.
   • Is Active - Check this box to mark the Payment Method as Active. Leave it unchecked to mark it Inactive, which moves the Payment Method to the bottom of the Reference List. New Payment Methods are inactive by default, so check this box if you want to use the method right away.
   • Type - Enter the Type of the Payment Method. While GL Payment Methods have a finite number of Types to select from, Type is a free text field for Maxio Payment Methods, so you can have as many Types as you like. For example, for a customer rewards credit card you could use a Type of Credit Card, or a Type of Rewards Visa, which is a Type that does not exist in the GL.

3. Click Save at the bottom of the screen.

You can edit or delete a Payment Method using the menu icon next to it. That menu appears only for Payment Methods created in Maxio: a method carrying a QuickBooks or NetSuite identifier cannot be edited or deleted here.

QuickBooks and Maxio Payment Methods compared

Payment Methods created in QuickBooks Desktop, QuickBooks Online, and Maxio all have a Name, an Active setting, and a Type, but there are differences worth knowing. QuickBooks Online differs from Desktop in how Payment Methods are handled, and Maxio Payment Methods were designed to be compatible with both configurations.