How to add custom payment type - unpaid - to an order/invoice template

Nicole ASTLEY PHARMACY MOBILITY

I am looking to add a custom payment type to the order and/or invoice page,

My issue is it will only show payments made then it will show the payment type,

What I am looking for is for it to show the payment type regardless of being paid or not,

in my case we do payment methods such as Bank Deposit and NDIS funding so they aren't recorded as paid

i.e.

Order payment history

Date Payment Method Amount

01/01/01 NDIS $1000

01/01/01 Bank Deposit $500

Amount paid $0.00

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Erik Merkley

Neto supports multiple custom payment methods. We have a similar setup to what you want, with methods for consumer finance and bank deposit.

Under Settings > Payment Methods, click Add Payment Method in the top right. Then choose Other and give it whatever name you want.

Keep in mind there are implications if you have an accounting integration, as these new payment methods may need to be mapped to a certain account.

Nicole ASTLEY PHARMACY MOBILITY

Hi Erik,

Thanks for ur reply.

I can create the custom payment type, No issue there,

The issue is if there is an outstanding balance it will not show the payment type on the invoice.

Erik Merkley

That can be added to the invoice template, but you'll need some familiarity with HTML. The template is under All settings > Document templates > Print templates > order > invoice > template.html

The tag you need to add somewhere is either [@payment_method@] or [@payment_name@] (you'll have to experiment).

If you don't have any web development experience, a Neto partner would be able to do this very quickly and cheaply, it's only a few minutes work.

Nicole ASTLEY PHARMACY MOBILITY

Hi Erik,

Thanks for your help it was [@payment_method@] the name only prints out the ID of the payment method i.e. 17

i have managed to update it to show the information im looking for

Apreciate the help.