Payment Methods are the types of transactions that customers will use to make a payment. Selecting which methods you would like to be active, as well as adding custom methods, allows you to have full control over the type of payments you take. CoreBridge also offers integrated payment options, allowing you to use an outside processor to capture payments. Integrating with one of our supported merchant service providers also allows your customers to make payments directly through the customer portal.
Table of Contents
System Payment Methods
Navigate to Settings / Accounting / Payment Methods.
The System section lists built-in payment methods such as Cash, Check, Credit Card (Non-integrated), and Wire Transfer (External).
1. Use the toggle switch next to each method to enable or disable it. When enabled, that payment type is available for use on orders and when taking payments.
2. Click the ellipsis on the right of a system payment method to open a menu with the following options:
a. Edit – Change the name or other settings for the method.
b. Set as Default – Set this method as the default payment method.
c. Delete – Remove the method (if allowed for that type).
Custom Payment Methods
The Custom section allows you to add and manage your own payment methods.
1. Click the Add button to create a new Custom Payment Method.
2. Enter the Name of the Custom Payment Method. Fields marked with a red asterisk are required.
3. Select the Deposit Account from the dropdown list where payments using this method will be stored.
4. Click Save to add the Custom Payment Method.
Note: For existing custom methods, use the toggle to enable or disable the method and the menu button (ellipsis) to Edit, Set as Default, or Delete the method.
Payment Integrations
The Payment Integrations section shows integrated payment processors (e.g., merchant service providers) that allow you to process credit card payments within the system. When enabled, customers can also submit payments directly through the Customer Portal using the Pay Now button for a quick check-out process. When disabled, the Pay Now button does not appear and customers need assistance to pay for their orders.
1. Each installed integration appears by name (e.g., Fiserv US) with a status (e.g., Online) and a toggle. Use the toggle to enable or disable that integration.
2. Click the ellipsis next to an integration and select Edit to configure the integration. The configuration may include:
a. Processor – The merchant service provider (if more than one is available).
b. Merchant ID – Your account identification with the processor.
c. User Name and Password – Credentials associated with your merchant account.
d. Credit Card Deposit Account – The account where credit card payments are stored.
e. Options such as Credit Card Reader Enabled (for point-of-sale devices) and ACH (eCheck) Payments Enabled with an ACH Deposit Account, when supported by the processor.
f. A Test (or Test Account) button to verify the connection. A successful test typically displays a message such as Test Successful.
Note: Fields may vary depending on which processor or integration is selected. Required fields are marked with a red asterisk.
After making changes on the Payment Methods page, click Save at the bottom to apply your settings.