Payment Methods

Payment Methods configures the channels through which savings deposits and withdrawals can flow - cash, mobile money (M-Pesa), bank transfer, cheque and card - and maps each to its handling and account treatment. Each mfi.payment.method makes a channel available to tellers and the kiosk.

Workflow

Open Savings > Configuration > Payment Methods.
Create or open a payment method.
Name it and set its type (cash, mobile money, bank, cheque, card).
Configure any linked account and channel parameters.
Activate it so it appears in teller and deposit screens.
Test a transaction through the method end to end.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
FontAwesome Icon `icon`	Text	—	FontAwesome class fragment, e.g. 'fa-money-bill-wave'.
Accent Color `color`	Text	—	Hex or CSS color used by the POS payment screen.
Keyboard Shortcut `kbd_shortcut`	Text	—	F-key shortcut on the payment screen (e.g. F1, F2).
Requires Reference `requires_reference`	Yes/No	—	When set, teller must enter a reference (M-Pesa receipt no, cheque no, etc.) before validating the tender.
Bank Code `bank_code`	Text	—	Optional bank short-code (IBB, KCB, EQTY, COOP) for transfer methods.
Name `name`	Text	Yes	Name
Code `code`	Choice: Cash, M-Pesa C2B, M-Pesa B2C, Airtel Money, Bank Transfer, Cheque, Internal Transfer, Wallet / Savings	Yes	Code
GL Journal `journal_id`	Link → account.journal	—	GL Journal
GL Account `gl_account_id`	Link → account.account	—	GL Account
Active `active`	Yes/No	—	Active
Sequence `sequence`	Number	—	Sequence

Notes & rules

Records on mfi.payment.method defining available channels.
Covers cash, mobile money, bank transfer, cheque and card.
Active methods appear in teller and STK/deposit flows.

Technical model: mfi.payment.method · Record: MFI Payment Method