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You know what they say, money talks but in SwiftFox, it also processes and integrates with payment providers. Whether you prefer Stripe or a good old fashioned cheque we've got you covered.

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In this lesson, we'll show you how to set up payment methods in SwiftFox including payment providers and manual payment options. Let's jump in.

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First, let's navigate to the payment method settings. You’ll land on a table showing all your existing payment methods. If this is your first time setting up payment methods or you haven't previously had any configured by SwiftFox you will see a blank table. But don't worry, we're about to fill it with options.

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Select Add payment method. You'll see a drawer open where you can create a new payment method. In the Payment Details section, you can select from a list of available methods, including payment providers such as Stripe, NAB Transact, E-way, Pay,Way, BPoint, or PayPal. As well as manual methods such as invoices, manual, credit card, cheque, or cash. Choose the method that works for your organisation. Remember, you can set up as many as you like.

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Once you select a payment method, SwiftFox will pre-populate a provider label. For example, if you select Stripe the label will automatically display as Stripe. You can rename this to anything you'd like. This label will appear in your payment methods table and when you're processing payments within SwiftFox. So choose something that makes sense for your team. You'll see some additional options, including allow expired cards to be charged and automatically process payments in batches. These settings give you flexibility in how payments are processed.

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Below the settings you'll see fields for provider specific credentials. These vary depending on which payment method you've selected. For Stripe you'll need a secret key and a publishable key, for NAB Transact you'll need merchant ID, environment and transaction password, for PayPal you'll need client ID, environment and secret key.

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Fill out the required details for your chosen method. Then select create to save your new payment method. Once created, your payment method will appear in the table. You can see the method name and payment method type and you can edit the provider details if something changes.

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Something to note is that you can't delete payment methods, but you can turn them off whenever needed. We recommend adding as many payment options as you'd like to offer. This typically includes at least one payment provider and any manual methods your organisation uses. The more options you provide, the more flexibility you'll have when processing payments.

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And there you have it! Payment methods that actually talk your language. Whether you use digital providers or take a cheque SwiftFox has you sorted. Thanks for tuning in. Feel free to explore more lessons about SwiftFox Finance by checking out the SwiftFox Academy.