QuoteMachine is already set up with standard payment types, but different businesses may operate in unique way. You can easily create a custom payment type within QuoteMachine. This allows you to record exactly how the customer paid.

In My account, Select "Payment Types". Here you can "Add payment type"

Now fill in the details of this payment type. If for example, your clients pay by mailing you a check, you can set up a payment type accordingly. Remember to 'enable' this payment type, and to link it to an external payment type if you are using an integration. Click Save.

Now this payment type is ready to be used. On an invoice, you may select 'Mail-in Check' to receive payment.

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