The Payment Methods page allows you to view, manage, and customize how your business accepts payments in Yocale. You can enable or disable specific payment methods, adjust settings, and decide whether clients can leave a tip for each method.
A disabled payment method will not appear during payment processing, but you can re-enable it at any time.
Understanding Payment Method Statuses
Enabled – The payment method is active and will appear during payment processing.
Disabled – The payment method is hidden from payment processing but can be re-enabled at any time.
Setup Required – The payment method needs an active payment provider before it can be used. You can set this up in the Payment Setup page.Not Supported – The payment method is not available in your country or for your industry.
Available Payment Methods and Their Settings
1. Manual Card Entry (Integrated)
Allows the business to manually enter a client’s card details or use a saved card on file to process a payment.
Requirement: An active payment provider.
Settings You Can Edit:
Allow Clients to Leave a Tip – Enable or disable the tipping option when this payment method is used.
2. Payment Request (Integrated)
Enables the business to send a payment request linked to an invoice, allowing clients to pay online.
Requirement: An active payment provider.
Settings You Can Edit:
Allow Clients to Leave a Tip – Decide if the tip option is shown when clients pay through this method.
3. Cash
Allows the business to accept cash payments and log them into Yocale for record-keeping.
Settings You Can Edit:
Allow Clients to Leave a Tip – Adding a Tip while entering the collected amount in payments.
4. External Reader
Allows the business process a payment using a card reader that is not connected to Yocale, while still logging the transaction in Yocale.
Settings You Can Edit:
Allow Clients to Leave a Tip –Adding a Tip while entering the collected amount in payments.
5. Custom
Allows the business to accept payment in other ways, such as e-transfer, check, insurance, store credit or any other method and log the payment in Yocale.
Settings You Can Edit:
Allow Clients to Leave a Tip – Adding a Tip while entering the collected amount in payments.
Custom Payment Options – Choose from default options (Check, e-Transfer, Insurance, Store Credit, Gift Certificate, Prepaid) or add/remove your own.
Tip: Integrated payment methods (Manual Card Entry and Payment Request) will only work if your payment account is Active. If these methods show as Setup Required, complete the onboarding process in the Payment Setup page.