Your payment methods

Your payment methods, in Settings, are the ways people can pay you. Anyone who owes you on a bill sees them on the sheet they pay from: a link opens their payment app, and details such as a sort code can be copied. TabApp never moves the money itself; you confirm each payment when it arrives.

How to add a payment method

1. Open Settings and press Payment methods.
2. Press Add a method.
3. Choose the method: PayPal, Revolut, Monzo, Starling, Venmo, Cash App, Zelle, Pix or Bank account.
4. Fill in its fields. Each says what it takes, such as "Six digits, like 12-34-56." for a sort code. PayPal takes your email and your PayPal.me link, like maya or paypal.me/maya, both needed.
5. Press Save.

With nothing saved, the screen says "Add how people can pay you. Cash always works."

Changing, removing and ordering

• Change one. Press it, change its fields and press Save.
• Remove one. Press it, then Remove. The message that says so offers Undo.
• Put them in order. With two or more saved, the arrows beside each move it up or down. People paying you on a bill see them in this order.

Changing your payment methods needs a connection.

Who sees them

The screen says it as it is: "Anyone who owes you sees these, guests too" and "Nobody else sees them".

What someone paying you sees

• Monzo and Starling are links that open with the amount filled in on a bill in pounds, and Venmo and Cash App on one in dollars. In any other currency the sheet says "Shows the amount to copy", and pressing it first shows your username, the amount and the reference to copy, with a line such as "Monzo takes pounds only." TabApp does not convert the amount.
• PayPal always shows who and how much first: "Send 28.49 to" your PayPal email, with the email, the amount and the reference each to copy. PayPal asks for your email and your PayPal.me link; with both, the button below reads "Pay Maya 28.49 on PayPal" and opens PayPal with you and the amount filled in. A PayPal saved before the link was asked for shows "Add your PayPal.me link" on this screen; until it has one, the button reads Open PayPal and the sheet says "PayPal can't fill these in for you. Paste the email and the amount."
• Revolut links cannot carry an amount, so the sheet says "Shows the amount to copy", and pressing it first shows your Revolut username, the amount and the reference to copy, then Open Revolut.
• Bank account, Zelle and Pix are details they press to copy into their own app.
• Nothing saved. The sheet says you haven't added payment details, and to ask you, or pay in cash.

When you record a payment yourself, How they paid offers your saved methods first, in your order, then Bank, then Cash.

Worked example: Maya's PayPal and bank account

Maya saved PayPal with maya@example.com before TabApp asked for a PayPal.me link, and her bank account with its sort code and account number. Tom owes her 28.49 for Luigi's Trattoria.

When Tom presses Pay, his sheet shows Maya's Account name, Sort code and Account number, each to copy, and PayPal, which says "Shows their email to copy". Pressing it shows "Send 28.49 to maya@example.com", with the email, 28.49 and the reference each to copy, and Open PayPal with the line "PayPal can't fill these in for you. Paste the email and the amount." In PayPal he chooses Send, pastes the email and enters 28.49.

Once Maya adds her PayPal.me link, mayap, PayPal says "Opens with the amount filled in", the step's button reads "Pay Maya 28.49 on PayPal", and it opens her PayPal.me page with 28.49 filled in. Had Tom changed the amount to 20.00, the link would carry 20.00.

Had Maya saved Revolut too, it would say "Shows the amount to copy", and pressing it would show her Revolut username, 28.49 and the reference, with "Enter 28.49 GBP in Revolut."

If something stops you

• A field is refused. It says what it expects, such as "A sort code is six digits, like 12-34-56."
• Add a method is missing. Every method is saved already: press one to change it.