Portal Payment Methods

Portal payment methods control what options your team sees when creating orders in the business portal.

Configuring Portal Payment Methods

1. Go to Settings > Stores, open your store, and select the Payments tab.
2. The Portal tab lists the manageable methods: Cash, Online, and Receipt.
3. Enable or disable each method using the toggle switch (each change asks for confirmation).

Store Credit Payments

If a customer has store credit (balance on their account), it can be used to pay for portal orders:

• Store credit appears as an option when a customer is selected and has a balance.
• You can use all or part of the credit.
• If the credit does not cover the full order, the remaining amount can be paid with another method (split payment).
• The credit is automatically deducted from the customer's balance.

A customer's store credit grows when you issue a refund with the Store Credit method. See Store Credit for how balances work on the customer profile.

Split Payments

Cashvio supports split payments on a single order. A customer can pay part of an order with store credit and the remainder with cash or another method.

When processing a split payment in the portal:

1. During checkout, enable the Use Store Credit toggle.
2. The system shows how much store credit will be applied.
3. The remaining amount is paid with the selected payment method.
4. Both payment records are tracked separately.

See Taking Payment and After the Sale for the full New Sale payment screen.

Scheduling Payments

For orders that are not paid in full immediately, you can schedule the remaining payment:

1. During checkout, enable Schedule Remaining Payment.
2. Set the due date for the remaining balance.
3. The order is created with a pending scheduled payment.
4. The order appears in the Overdue Payments section if not paid by the due date.

See Overdue Payments for more details.

Receipt Upload (Portal)

When the Receipt payment method is selected in the portal during order creation or when adding a payment:

1. An upload section appears below the payment method selector.
2. Click Choose File to upload a photo of the receipt (JPEG, PNG, or WebP).
3. The receipt is uploaded and attached to the payment record.
4. This is optional; you can create a receipt payment without uploading the image.

Related

• Payment Methods: Overview of all methods
• Creating Orders: New Sale checkout flow
• Store Credit: Customer balances and refunds