Top-Up Methods
Top-Up Methods
The Top-Up Methods setting lets your team define named deposit methods such as Cash, PayPal, or Bank Transfer.
These methods can be selected when:
- A consumer submits a top-up request in the kiosk
- An admin adds money from the consumer balance dialog
Why Use Methods
Using named methods improves bookkeeping and reporting:
- Deposit transactions show how the money was received
- The transactions page can be filtered by method
- Bookkeeping shows top-up totals grouped by method
Transactions Filter
On the Transactions page, open the filters and use Top-up method to narrow results.
Available filter options:
- A specific method (for example
CashorPayPal) - No method (for older deposits or deposits created without a selected method)
When a deposit has a top-up method, the method name is shown in the Product column for that transaction.
Bookkeeping View
On the Bookkeeping page, the Total income section includes top-ups by method.
This means you can see:
- The overall top-up total
- A per-method breakdown (for example Cash vs PayPal)
- An unspecified/no-method bucket when applicable
Enforce Selection
You can enable Enforce top-up method selection.
When enabled, users must select a method during deposit flows if at least one active method exists.
If no methods are configured, deposits continue to work normally and no method selector is shown.
Deleting Methods
Deleting a method does not remove historical bookkeeping data.
- Deleted methods become inactive and can no longer be selected
- Existing transactions keep their original method for audit history
- Re-adding the same name restores the existing method instead of creating a duplicate
Naming Rules
Method names are unique per team (case-insensitive).
Examples considered duplicates:
CashcashCASH