How to register Payment Methods

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This article explains what Payment Methods are and how to register them in Demander, as well as showing how to release them, hide them in orders and define a default method for each customer.

Payment Method Concept

The payment method is the way a purchase or debt is paid off, that is, how the customer pays for a product or service.

Common examples:

• Cash
• credit card
• Debit card
• Pix
• Bank transfer
• Bank slip
• Check

💡 The payment method defines the method used to pay, while the payment conditions indicate how and when the amount will be paid (for example: in cash, in 3 installments, 30/60/90 days, etc.).

How to register with Demander

• Access the [Payment Methods] screen (https://sistema.demander.com.br/dinamico/formas-de-pagamento) and click New.

• On the Data tab, fill in the fields:

• Code: payment method identifier.
• Description: name of the form (example: Debit card).
• Active: defines whether the shape is active or inactive — inactive shapes cannot be used.
• Then go to the Settings tab and set:

• Minimum value per order: minimum value that the order must have to use this payment method.
• Interest/discount percentage: interest rate or discount applied.
• Blocked for order types: Prevents the payment method from being used for certain order types
• Conditions that release this form: defines under which conditions the payment method will be available (this validation does not occur if the form is defined in the customer registration
• Considers credit limit: if checked, prevents the customer from exceeding the credit limit established when placing the order
• Allows charge registration: determines whether it is possible to record a charge for a financial security with this payment method.

How to release or hide in the order

By default, the Payment Method field appears as visible but not required on orders.

You can configure it to:

• Be mandatory (the order is only saved with the field filled in);
• Remain visible but optional
• Stay hidden if not relevant to your company.

To adjust, access the [Field Requirement] screen (https://sistema.demander.com.br/dinamico/obrigatoriedade-campos) and search for “Payment Method” in the Field Description field. The related group is Order Screen, as shown in the system screenshot.

How to define a default form in customer registration

In Demander, it is possible to define a default payment method for each customer and choose whether or not the seller can change it in the order.

This means that, when creating a new order, the system automatically fills in the configured payment method.

How to configure:

• Access the Demander Web→ Customers screen → Financial tab.
• In the Payment Method field, select the standard you want
• If you want to block editing by the seller, select the corresponding option.

🔎 If the field does not appear, simply release it through the Fields Obligation.

Explanatory Video