Overview

This guide walks you through how to manage Additional Billing Types in CORE — including how to add, edit, or toggle billing methods on/off. These options appear at checkout during product sales and help you track different payment methods like EFTPOS, cash, vouchers, or studio-specific types.

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Prerequisites

• Admin access to CORE
• Familiarity with POS payment workflows

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Step-by-step instructions

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Step 1: Access retail settings

1. Go to Payments > Retail Configurations > Retail Settings.
2. Scroll to Additional Billing Types.

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Step 2: Add or edit billing types

1. Click the Pencil Icon next to Additional Billing Types.
2. To edit existing options:
   • Tick or untick billing types to enable/disable.
3. To create a new type:
   • Type the label (e.g. “EFTPOS” or “Voucher”).
   • Click Add.
4. Click Save when done.

 

 

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Step 3: Use billing types at checkout

1. Go to Payments > New Sale.
2. Add a product (e.g. Gatorade) to the cart.
3. Select a client.
4. On the Checkout screen, choose your preferred billing type from the list at the top.
5. Click Confirm Payment to complete the sale.

Tip: Use billing types to reflect payment source for reporting and reconciliation purposes.

 

 

 

 

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Expected outcome

You’ll have customized billing options visible at checkout, giving you flexibility for studio-specific or offline payment types and improved tracking in reports.

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FAQs

Q: Can I remove a billing type?

A: You can’t delete it, but you can untick it to hide it from checkout.

Q: Do billing types apply to memberships too?

A: No — they are only available for product sales via POS.

Q: Are these shown to clients in the app?

A: No — they are only visible to staff during in-studio transactions.

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Still need help?

Reach out to our support team via [email protected]