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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

Payment methods define how your customers can pay their invoices. You configure them at the workspace level, then assign them to templates so Sales Reps can offer appropriate payment options on quotes. Payment methods answer “how” to pay (credit card, wire transfer, check). Payment terms answer “when” to pay (Net 30, due on receipt). Both work together to define complete payment conditions.

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What is a payment method

A payment method is a workspace-level configuration that represents a way customers can settle invoices. Common examples include:
  • Credit card — online card payment
  • Bank transfer — wire or ACH payment
  • Direct debit — automated bank withdrawal
  • Check — paper check payment
  • Cash — cash payment
Each payment method includes:
  • Name — customer-facing label displayed on quotes and in the Dealroom
  • API Name — technical identifier used for integrations and automation
  • Status — Active or Inactive
Only Admins can create and manage payment methods. Sales Reps select from available active methods when building quotes.

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How payment methods work in Qwoty

StepActionUser
1Admin creates payment methods at workspace levelAdmin
2Admin assigns payment methods to a TemplateAdmin
3Sales Rep selects payment method when creating a quote from that TemplateSales Rep
4Customer views available payment method in the DealroomCustomer
5Payment method appears on the final ContractAll
Payment methods cascade from workspace settings through templates to individual quotes. You can assign multiple payment methods to a single template, giving Sales Reps flexibility to match customer preferences.

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Managing your payment methods

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Access the payment methods list

1

Open Settings

Click Settings in the left sidebar.
2

Navigate to Payment methods

In the Workspace section, click Payment methods.
The list displays all configured payment methods with their status, name, and API name.

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Search and filter

Use the search bar at the top to filter payment methods by name. Use the Rows per page dropdown to adjust how many items display. Navigate between pages with the pagination controls at the bottom.

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Create a payment method

Click the + New payment method button at the top right. A configuration page opens where you define the name, API name, status, and other properties.

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Edit a payment method

Click the ⋮ menu on the right of any row, then select Edit. Make your changes and save.

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Delete a payment method

Click the ⋮ menu on the right of the row, then select Delete. Confirm the deletion in the dialog.
Before deleting a payment method, verify it is not assigned to any active templates. Deleting a method used in templates may cause errors.

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Common questions

Yes. You can create any payment method that matches your business model. Common custom examples include financing, lease-to-own, or partner-specific payment arrangements.
Deactivated payment methods no longer appear when creating new quotes, but existing quotes that use them remain unchanged. You can reactivate the method at any time.
Yes. Changes to a payment method’s name or status do not affect existing quotes. Only new quotes will reflect the updated configuration.
You can assign as many payment methods as needed to a template. Sales Reps will see all assigned methods when creating quotes from that template.

Payment terms

Configure when customers must pay invoices

Templates

Build quote templates with payment methods

Quotes

Create and manage customer quotes

Workspace settings

Configure global workspace options