Payment settings is the hub for everything money-related in your group. The page splits across five tabs: General settings (the topic of this article), Payment methods, Taxes, Fees, and Payment gateways. The General settings tab governs cross-cutting behaviors like invoice formatting, tipping, and payment request expiration; the other tabs are documented as separate articles.
Getting started
Navigate to Purchases > Payment settings from the sidebar. The page opens on the General settings tab.
How it works
The General settings tab is one big form split into four sections, each shown as a card under its heading. Toggles enable or disable a feature; conditional fields appear underneath the toggle when it's on. A single Save settings button under the last card commits every section's changes at once.
| Tab | What it covers | Article |
|---|---|---|
| General settings | Invoices, tipping, payment requests | This article |
| Payment methods | Built-in and custom payment methods | Payment methods |
| Taxes | Tax rules with calculation and application options | Taxes |
| Fees | Service fees, booking fees, and other charges | Fees |
| Payment gateways | Stripe, Square, Authorize.net, Paystack, and Yappy connections | Payment gateways |
Step-by-step guide
Where pay on arrival lives
Pay on arrival and the payment methods offered to customers are set per booking site template, not on this tab. Open Bookings > Booking site settings, edit the template, and in the Content tab open Checkout & payment and the Payments card. See the Booking site settings article for every option.
Configure payments
Open the Payments section at the top of the General settings tab.
| Field | What it does |
|---|---|
| Allow gift card purchases using Gift Card payment method | When on, customers can buy a new gift card by paying with another gift card |
| Request to book payment | How payment is handled when a customer submits a booking request on requestable slots. Charge at request captures payment immediately and refunds automatically if the request is denied. Request payment after approval collects no payment at checkout; a payment request email is sent once staff approve |
Configure invoices
The Invoices section controls what your generated invoice PDFs look like.
| Field | What it does |
|---|---|
| Address source | Whether the invoice header uses your company address or the group address. Pick company or group |
| Include custom fields | Adds the customer's custom field responses to the invoice footer |
| List payments | Includes a granular payment breakdown on the invoice (how each payment record was applied) |
| Show ticket categories | Lists the number of participants in each ticket category for every booking on the invoice (for example Adult: 2 and Child: 1), in place of a single quantity |
Configure tipping
Open the Tips section. Tipping is off by default.
| Field | What it does |
|---|---|
| Allow tipping | Master toggle that enables tipping. Every other tip field is hidden until this is on |
| Tip field label | The label customers see at checkout (e.g., "Tip", "Add a tip") |
| Tip line item label | How tips appear on receipts and invoices |
| Allow arbitrary tipping values | Lets customers type any amount instead of picking from preset buttons |
| Value type | When arbitrary values are allowed, sets whether the input is Percentage of subtotal or Flat value |
| Show preset tipping options | Adds a row of preset tip buttons (e.g., 15% / 20% / 25%) |
To add tip presets, click Add tipping option. A modal opens with three fields.
| Field | What it does |
|---|---|
| Label (optional) | Custom label for the preset (e.g., "Generous"). Falls back to the value if blank |
| Value type | Percentage of subtotal or Flat value |
| Value | The amount, with a % or currency symbol depending on the value type |
The presets render in a table with a drag handle (left), label, value, and an actions dropdown for Edit tip option and Delete tip option. Drag to reorder; the order matches what customers see at checkout.
Configure payment requests
Open the Payment requests section. Payment requests are the email/link flow you can use to ask a customer to pay an outstanding balance.
| Field | What it does |
|---|---|
| Allow custom payment amounts | Lets the customer pay a partial amount via the payment request link |
| Show promo code field | Surfaces a promo code input on the customer-facing payment request page |
| Show custom error message for invalid promos | Replaces the default invalid-promo error with custom copy. Renders only when Show promo code field is on |
| Invalid promo code error message | The replacement copy. Renders only when the custom error toggle is on |
| Enable payment request expiration | Auto-expires unpaid payment requests after a configurable timeout |
When Enable payment request expiration is on, two more fields appear.
| Field | What it does |
|---|---|
| Payment request timeout | A numeric value plus a period selector (minute(s), hour(s), day(s), week(s), month(s)) |
| Expires when the following percentage of the total has not been paid (%) | Threshold percentage. The request only expires if the unpaid balance is at least this percent of the total |
Save your changes
Click Save settings under the last card of the General settings tab. The button saves every change across the General settings tab in one go.
Reference
Tabs
| Tab | What you configure |
|---|---|
| General settings | Invoices, tips, payment requests |
| Payment methods | Built-in and custom methods, and where each is available |
| Taxes | Tax rules and application |
| Fees | Service and booking fees |
| Payment gateways | Stripe, Square, and other processors |
General settings — Payments section
| Field | Type |
|---|---|
| Allow gift card purchases using Gift Card payment method | Toggle |
| Request to book payment | Dropdown: Charge at request, Request payment after approval |
General settings — Invoices section
| Field | Type | Options |
|---|---|---|
| Address source | Dropdown | company, group |
| Include custom fields | Toggle | |
| List payments | Toggle | |
| Show ticket categories | Toggle |
General settings — Tips section
| Field | Type | Notes |
|---|---|---|
| Allow tipping | Toggle | Master switch |
| Tip field label | Text input | Customer-facing label |
| Tip line item label | Text input | Receipt/invoice label |
| Allow arbitrary tipping values | Toggle | |
| Value type | Dropdown | Percentage of subtotal, Flat value |
| Show preset tipping options | Toggle | |
| Add tipping option | Button | Opens preset modal |
Tipping preset modal
| Field | Type | Notes |
|---|---|---|
| Label (optional) | Text input | Custom preset label |
| Value type | Dropdown | Percentage of subtotal, Flat value |
| Value | Number input | Renders with % or currency symbol |
Tipping presets table
| Column | Notes |
|---|---|
| Drag handle | Reorder presets |
| Label | Custom or default label |
| Value | Formatted amount |
| Actions | Edit tip option, Delete tip option |
General settings — Payment requests section
| Field | Type | Notes |
|---|---|---|
| Allow custom payment amounts | Toggle | Partial payment via the link |
| Show promo code field | Toggle | Surfaces a promo input |
| Show custom error message for invalid promos | Toggle (conditional) | When promo field is on |
| Invalid promo code error message | Text input (conditional) | Replacement copy |
| Enable payment request expiration | Toggle | Auto-expires unpaid requests |
| Payment request timeout | Number + period dropdown (conditional) | Period options: minute(s), hour(s), day(s), week(s), month(s) |
| Expires when the following percentage of the total has not been paid (%) | Number (conditional) | Threshold percentage |
Save behavior
| Tab | Save mechanism |
|---|---|
| General settings | Single Save settings button under the last card |
| Payment methods | Save in the method drawer; activation changes from the row menu apply immediately |
| Taxes | Create new tax at the top right of the tab beside the tab labels, then inline Create / Update on each tax form |
| Fees | Create new fee at the top right of the tab beside the tab labels, then inline Create / Update on each fee form |
| Payment gateways | Per-section save buttons (credentials, descriptions, customer toggles auto-save) |
Good to know
- Pay on arrival is set per booking site template. Each template chooses whether pay on arrival is Off, Optional, or Required, and which payment methods it offers, in the template editor's Content > Checkout & payment > Payments card. Customers who pick pay on arrival create a transaction with a balance due and no payment record yet; your team takes the in-person payment when they arrive.
- Allow gift card purchases using Gift Card payment method is intentionally niche. Only turn it on if your business model includes redeeming one gift card to buy another (e.g., gift card exchange flows).
- Address source matters when your group has a different mailing address from the parent company. Pick group to localize invoices to the venue.
- List payments on invoices is on by default for most businesses. Turn it off only if you want a cleaner-looking invoice without the payment breakdown.
- Show ticket categories applies to every invoice: the download on Transaction details and the invoice PDF attached to emails. Gift cards and items are not affected.
- Tipping presets appear before the arbitrary-value field in the customer flow. Customers see the buttons first, then a "custom" option if Allow arbitrary tipping values is on.
- Payment request expiration prevents stale unpaid bookings from clogging your calendar. The threshold prevents tiny outstanding balances (e.g., $0.50) from triggering a full cancellation.
- The promo code field on payment requests is independent of the booking site. A customer using a payment request can apply a promo even if the original transaction didn't have one.
- Save settings only saves the General tab. Each other tab (Methods, Taxes, Fees, Gateways) has its own save mechanism.
FAQ
Q: Can customers tip if they pay on arrival?
A: Tips are added at payment time. If the customer pays on arrival in person, your team can add a tip during the in-person payment flow. There's no on-arrival tip prompt today.
Q: What happens when a payment request expires?
A: Once the configured timeout passes and the unpaid percentage exceeds the threshold, the related transaction and bookings are automatically cancelled. The booking slots release back to availability.
Q: Can I have different payment settings per location?
A: Yes. These settings are scoped to the company group, so each location has its own General settings, methods, taxes, fees, and gateway connection.
Q: Why doesn't my "Save settings" button appear to save the Methods or Taxes tabs?
A: The General settings tab's Save settings button only saves General settings fields. Each other tab has its own save controls: taxes save inline on Create / Update, payment methods save from their drawer, and so on.
Q: I want to offer tipping but only on internal payments, not the booking site. Is that possible?
A: Tipping is currently configured at the group level and applies wherever payments happen. There's no internal-only tipping toggle. Workaround: leave Allow tipping off and have your team add tips manually on the Transaction details Taxes/Fees/Tips tab.
Q: My customers see "Pay on arrival" but I want it called something else. How?
A: Open the booking site template in Bookings > Booking site settings, go to Content > Checkout & payment, and in the Payments card turn on Show custom pay on arrival text and enter your replacement in Pay on arrival text. Each template has its own label.
Q: Where do I configure the payment request email itself (subject, body)?
A: The email content lives in Mail > Templates under the payment request template. This page only configures the request behavior (custom amounts, promo, expiration).