Video tutorial
Steps
- Open Payment Methods. Open the drawer, tap Admin, and under Settings tap Payment Methods.
- Choose the standard methods. Under Standard, switch Cash, Card, Cheque and Other on or off.
- Add a custom method. Under Custom, tap Add Custom Payment Method, type the Payment method name (for example E-Transfer) and tap Add.
- Rename or switch off a custom method. Type a new name in a custom method's field, or use its switch to turn it off.
- Save. Tap Save Payment Methods. Nothing changes on the payment screen until you do.
- Check the pay screen. Start a sale and open the payment screen to confirm the methods you expect are there.
Good to know
Settings apply to this device's location; other locations are set up separately. Custom methods suit tenders you settle outside the till, such as e-transfers. In QSR Mode they appear beside Cash, Debit and Credit, with More and Less to show them all.
- Up to 7 custom methods; the button is disabled once all slots are used.
- Customer on account (Credit) appears on the pay screen separately and checks the customer's credit limit.
- Staff also need the matching Payment Types in their role.
- Card payments go to your connected terminal.
Frequently asked questions
How do I accept e-transfers at the till?
Add a custom method named E-Transfer in Admin › Payment Methods and tap Save Payment Methods. Staff then pick E-Transfer on the payment screen after the customer has sent the money.
Why doesn't a new payment method show at checkout?
Make sure it is switched on and that you tapped Save Payment Methods. Then check the staff member's role allows Other Payment Methods in Payment Types.