How to Add Checkbox Option for New Payment Method in Printouts

Modified on Sat, Oct 1, 2022 at 2:59 PM

How to Add Checkbox Option for New Payment Method in Printouts


Payment Method helps to identify what type of payment the customer and the company used for collection and payment to supplier respectively.


By default, the system only recognizes the switching for Checks and Cash only in Printouts.



To show dynamic changes in payment method upon printout with more than two options.



1. On the report or transaction screen (e.g. Receive Payments), click the 'Design' button.

2. Select a default format you wish to modify/customize then click Amend. We can use the ‘BIR Receipt’ in this example.

3. If it’s the first time that you will be modifying the report format, you need to type a new Display Name (e.g. BIR Official Receipt - Amended), and click Create.

4. In Report Designer, copy and paste the Label and the checkbox for the 'Check' payment method. You may also use the ‘Label’ and ‘Checkbox’ tools (drag & drop). Make the necessary format (size, location, alignment, etc.).

5. Rename the Label to ‘OB’ for Online Banking for example.

6. Click the checkbox for ‘OB’ and click on the small arrow to show more options. Click the 3-dot button for Expression and this will show the Expression Editor.

7. Change the expression and click OK.

Expression: Iif([Payment Method.Method]=='OB','Checked', 'Unchecked')


Do the same thing to the checkbox for ‘Check’ payment method using the expression below, else it will remain checked if the user will not choose Cash.

Iif([Payment Method.Method]==’Cheque’,'Checked', 'Unchecked')

8. Once done, click Save.


1. Create a new Payment Method, OB - Online Banking.

2. Create Receive Payment and choose OB as Payment Method.

3. Preview the OR printout using the created custom format (BIR Official Receipt - Amended).

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link

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