How do I add a custom payment method in Tekmetric?

### Add a Custom Payment Method 1. Click the **Add Payment Type** button to add a custom payment type. 2. Type out the new payment method you'd like to add. 3. Click the blue **Save Settings** button.

Custom Payment Methods Setup – Tekmetric

Tekmetric allows shops to create, remove, and reorder custom payment methods—manually defined payment types like Fleet Cards or Checks—within the Repair Order settings under Payment Settings, which appear in the payment drop-down menu when selecting "Other," but these custom methods only record payment types without enabling electronic transactions, distinguishing them from integrated financing options like Sunbit or Klarna that require separate configuration.

In Tekmetric, you can manage and set up custom payment methods to apply when taking payments within a repair order. The options created here will be available in a drop-down menu when you select Other on the Payment tab of a Repair Order (RO).

Setup Custom Payment Methods

1.Click the Shop Settings section at the bottom of the left menu bar.
2.Click the second tab, RO Settings.
3.In the RO Settings table, you can set up most information regarding your repair order and estimates, including labor rates, shop fees, discounts, taxes, job categories, other payments, and advanced settings.
4.Click Payment Settings to set up the custom payment options.

Add a Custom Payment Method

1.Click the Add Payment Type button to add a custom payment type.
2.Type out the new payment method you'd like to add.
3.Click the blue Save Settings button.

Remove a Custom Payment Type

1.Click on the X icon to the right of the Payment Type row to remove a method of payment.
2.Click Save Settings button to save changes made.

Reorder Custom Payment Types

1.Click on the drag & drop icon (three horizontal lines) to drag a Payment Type up or down.
2.Click Save Settings button to save changes made.

Note: The order you have the payment types in your settings is the order they'll show in the drop-down menu within the RO.

Important Note: Custom Payments vs. Integrated Financing

Custom Payment Types are manually defined by your shop (e.g., Fleet Cards, Check, or specific local accounts) and do not facilitate electronic transactions.
These are distinct from Tekmetric Payments integrated financing options, such as Sunbit or Klarna. Access to and configuration of those integrated financing tools are managed separately.
Selecting a "Custom Payment" only records the payment type for your records and will not trigger an application or digital transaction through a financing partner.