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Adding a Payment Method to a Receipt

How to add a payment method or used account type field to a receipt

The Payment Method field is not enabled by default.

If you would like to track which account or payment method you used for a specific transaction, you can enable this feature in the settings.

To add a "Payment Method" field to your receipts:

  1. Go to the Profile tab (bottom right).

  2. Tap Settings.

  3. Tap Payment Methods.

  4. Activate the Payment Methods toggle.

You will then be able to personalize your payment methods:

  • Tap any payment method to rename it.

  • Tap the Delete button to the right of any payment method to delete it.

  • Tap the "+" button at the top left to add a new payment method.

To add the payment method to your report:

  1. Go to the Profile tab (bottom right).

  2. Tap Settings.

  3. Tap Export.

  4. Select Customize PDF Columns or Customize CSV Columns, depending on your preferred export format.

  5. Add the Payment Method field via the "+" button at the top left.

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