Custom Payment

Create flexible & personalized payment methods

The Custom Payment feature in Appliance.io gives you the freedom to create and manage your own payment types — perfect for unique scenarios that don’t fit standard tender methods. Whether you’re offering a special in-house payment option, recording external transactions, or simply adding more flexibility to your checkout flow, Custom Payment puts you in control.

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📍 Accessing Custom Payment

To get started, open the sidebar and click Settings. Scroll down to Basic Settings, then select Payments.

At the bottom of the page, you’ll find the Custom Payment section. If it’s turned off, simply switch the toggle to Yes to enable it.

If you haven’t created one yet, click Add Custom Payment to begin building your custom payment method.

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🧩 Creating a Custom Payment Method

When you click Add Custom Payment, a pop-up will appear with all the fields you need. Here’s what to do:

• Upload an Icon – This image represents the payment method during checkout.

• Name – Add a clear title for your custom payment.

• Description – Explain what this payment method is for.

• Custom Field Labels (Optional) – Add extra fields to collect additional info at checkout.

Once everything looks good, click Save. After saving, turn the toggle to Yes to activate your new payment method.

If needed, you can also set a Payment Amount Maximum — ideal for limiting how much can be paid through this method.

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🛠 Managing Your Custom Payments

You’ll see two helpful action buttons next to each custom payment:

• Edit – Update the icon, name, description, or field labels anytime.

• Archive – Remove payment methods you no longer use without permanently deleting them.

To view previously archived methods, click Archived Custom Payment. Inside, you’ll find a complete list of all custom payments you’ve stored away for later use.

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💸 Using Custom Payment for Refunds

Custom Payments aren’t limited to taking payments — you can also enable them as a Refund option. This adds flexibility when issuing refunds that don’t fit your standard methods.

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🧾 How Custom Payment Appears on Quotes

When creating or reviewing a quote, your active custom payment method will display beside your other payment options. This ensures consistency and a seamless checkout experience for your team and customers.

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🎉 You’re All Set!

With Custom Payment in Appliance.io, you can create personalized payment types that suit any workflow. From tracking unique tenders to offering alternative refund options, this feature keeps your checkout process flexible and efficient.

Build your methods, customize your fields, and manage your transactions — all in one place.