How to set up manual payment types?
Manual Payment Types are any form of payment that is taken outside of the system/not through the online payment portal.
Here you can set up all the manual forms of payment that you accept i.e cash, card, voucher etc.
To set up manual payment types go to Settings > Payment types.
To create a payment type press the 'Add payment type' > write in payment type name > select a payment kind > Add.
Payment Kind:
None - you can leave this as 'None' if you do not have an integration with a PMS. If you do have a PMS integration this payment kind will not post payments when they are taken and will post revenue to the attached revenue centre upon checkout. Use this payment kind for reservations inputted into Trybe from your previous system that have not been realised yet.
PMS Payment - these will not be posted to the PMS when checked out. Use this for payments taken in your PMS that you do not need to post. If this is selected that payment type will have a 'PMS Prepaid' label.
Prepayment - these will post to the PMS when the payment has been taken i.e. deposits. The payment revenue will be reversed when the order is checked out. If this is selected that payment type will have a 'Prepayment' label.
Under each payment type you will see either 'Not enabled for this site' or 'Enabled for this site'. To change this press the three dots and select either 'Enable for site' or 'Disable for site'.
You will need to Enable your payment types for your team to be able to accept and record these types of payments.
You can also 'Delete' any payment types using the three dots.
When recording a manual payment for an order all the payment types that you set up in settings will be available, as shown in the video, when you select the 'Other' button. You can then select the payment method this order was paid with, such as cash. When selected this order will now be recorded as paid.