Payment Settings
Configure defaults for offline payments, tax behavior, salary period presets, and auto-verification workflows.
Payment Settings define default payment behavior across the organization.
To edit: Settings → Organization → Payment Settings
Default Offline Payment Method
Sets the pre-selected payment method when creating offline payments.
- Used in booking payment forms
- Can be changed per payment, but defaults to this value
Default Tax Behavior
Defines the default tax behavior used when creating payments.
- Applied automatically when new payments are created
- Can be overridden per payment if needed
Salary Period Start Day
Defines the starting day of your organization’s salary period (1–28).
This is used as a preset period in Insight filters and helps keep reporting consistent when teams use salary periods.
Insight uses this as a preset
This does not “lock” reports. It provides a consistent default reference when choosing the salary period filter in Insight.
Auto-Verification Settings
Two independent toggles control whether payments are automatically marked as verified:
- Auto-verify online payments
- Auto-verify offline payments
Behavior:
- When enabled, payments are marked as verified automatically on creation.
- When disabled, payments require manual verification (depending on your workflow).
This affects financial workflows
Auto-verification changes who needs to review payments and when. Make sure your organization agrees on the workflow before enabling it.
Next
Offline Payment Methods
Create and manage the manual payment methods your organization can register (cash, bank transfer, terminal, and more).
Manage the methods that can be selected on offline payments.
Payment Verification & Approval
Recorded vs verified payments, roles, and why revenue can differ from expectations.
Understand the workflow affected by auto-verification.
Revenue & Reporting Behavior
How payments become revenue numbers, and what service date vs payment date means.
See how verified payments and refunds become revenue.