Payment Methods
Configure how customers pay for their bookings — bank transfers, credit cards, and online checkout providers.
Payment methods define the ways customers can pay for their orders. Each method is linked to a payment provider (or no provider for manual methods like bank transfers) and controls whether it appears on the customer portal, allows refunds, and accepts negative amounts.
How It Works
You create a payment method by choosing a provider, giving it a name, and configuring its behavior. When staff register a payment on an order, they select from the active payment methods. If a method is marked for customer portal use, it appears as a checkout option for customers booking online.
Key Concepts
Payment Providers
Each payment method is backed by a provider that determines how the payment is processed:
| Provider | Description |
|---|---|
| No External Service | Manual payment processing (e.g., bank transfers, cash, invoicing). Staff register payments manually. |
| Teya Payment Page | Redirects customers to a Teya-hosted payment page for card payments |
| Stripe Checkout | Redirects customers to Stripe's hosted checkout for card payments |
| Rapyd Checkout | Redirects customers to Rapyd's hosted checkout |
| Internal Promo Code | Used internally for promo code redemptions. Created automatically when you set up promo codes. |
Payment Method Properties
| Property | Description |
|---|---|
| Name | Display name shown to staff and customers |
| Description | Additional details about this payment method |
| Provider | The payment processing provider (see above) |
| Attributes | Provider-specific configuration (API keys, merchant IDs, etc.) |
| Allow Negative Amount | Whether this method can process negative payments (credits) |
| Allow Refunds | Whether refunds can be issued through this method |
| Used in Customer Portal | Whether this method is available for online checkout |
| Active | Whether the method is currently available |
Customer Portal Payment
Only one payment method can be active on the customer portal at a time. When you mark a method for portal use, all other methods are automatically removed from the portal. This ensures customers see a single, clear payment option during checkout.
Automatic Payment Methods
When you create a promo code, Itsy automatically creates a payment method with the "Internal Promo Code" provider. This method is used internally to record promo code redemptions as payments. You don't need to create these manually.
Deletion Protection
Payment methods that have been used to process payments cannot be deleted. This preserves the audit trail for all historical transactions. You can deactivate unused methods instead.
Common Tasks
Setting Up a Card Payment Method
- Navigate to Data > Payment Methods
- Click Add
- Choose a provider (Teya, Stripe, or Rapyd)
- Enter the method name (e.g., "Credit Card")
- Configure the provider-specific attributes (API keys, merchant IDs)
- Enable Used in Customer Portal if customers should see this at checkout
- Enable Allow Refunds if you want to process refunds through this provider
- Click Save
Adding a Manual Payment Method
- Navigate to Data > Payment Methods
- Click Add
- Choose No External Service as the provider
- Enter the method name (e.g., "Bank Transfer" or "Cash")
- Click Save
Staff can then select this method when recording manual payments.
Changing the Portal Payment Method
- Open the payment method you want to use on the portal
- Enable Used in Customer Portal
- Save — all other methods are automatically removed from the portal
How It Connects
- Promo Codes — Each promo code automatically creates an associated payment method.