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How to add a new payment method in Bookem

Bookem allows you to take payments in a way that suits your business You can set up various payment methods, including EFT, online payments, card payments, and more.

Supported payment methods

You can add multiple payment options, such as:

  • Bank transfer or EFT

  • Card payments

  • Cash payments

  • Online payments (e.g. credit card via Payfast, PayPal, SnapScan, WigWag, or Yoco)

  • Other payments (e.g. medical aid reimbursements)

How to add a new payment method

Follow these steps to set up a new payment option:

  • If you have multiple locations, choose which location(s) this payment method applies to

  • Click Create to save the new method

  • Your new payment method will now be available when finalising invoices and allocating payments

Setting up bank transfer or EFT payments

When adding a bank transfer or EFT option, you can customise how it works based on your business setup:

  • Use one bank account across multiple locations

  • Set up different accounts per location if needed

  • Choose which account applies to which locations during setup

  • Add your account details and payment instructions

These instructions will appear on the invoice and help your clients complete their payments correctly.

Setting up online payments

To accept online payments, you’ll need to:

  • Create an account with the relevant payment provider (Payfast, PayPal, SnapScan, WigWag, or Yoco)

  • Follow the setup instructions in Bookem when adding the payment method These typically include entering API keys or account details provided by the payment gateway

Note: Bookem does not charge any transaction fees All fees are handled directly between your business and the selected payment provider.

Once connected, clients will be able to pay invoices online using the method you've linked.

Payment methods on invoices

All available payment methods will appear at the bottom of your invoices. This gives clients the flexibility to choose how they'd like to pay.

If online payments are enabled, the invoice will also include a secure payment link QR Code unique to that invoice.

⚠️ Important: Each payment link is tied to a specific invoice and client, these links should not be shared with anyone else.

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