What are items?
Items are the categories your customers select when making a payment. Every transaction is assigned to an item, which is how your reporting breaks down revenue by category. Items are flexible — define them however makes sense for your business.Viewing your items
Go to Settings > Items. The table shows all your items with their name, description, whether it is the default item, whether it is visible on the payment form, and when it was created.Adding an item
Click Add Item and fill in:- Name — what customers see on the payment form (e.g. “Rent”)
- Description — optional short description
- Default — if toggled on, this item is pre-selected when a customer opens the payment form
- Visible — controls whether this item appears on the public payment form. Hidden items can still receive payments via direct API calls
Examples
| Business type | Example items |
|---|---|
| Property management | Rent, Security Deposit, Pet Fee, Late Fee, HOA Dues |
| Law firm | Retainer, Hourly Fees, Court Costs, Filing Fees |
| Healthcare | Copay, Balance Due, Procedure Fee |
| Agency | Project Deposit, Monthly Retainer, Invoice Payment |
| Contractor | Down Payment, Progress Payment, Final Payment |
Tips
- Keep item names clear — customers see them on the payment form and on their receipt
- Only mark one item as Default — this is the pre-selected option when the form loads
- Hide items that are no longer active rather than deleting them — this preserves historical reporting data
- You can have as many items as you need — one per service line, fee type, or revenue category