Configure payment methods
Payment methods label how customers settle an order. Their type affects payment handling and cash reporting; a name alone does not connect a bank terminal.
Payment methods label how customers settle an order. Their type affects payment handling and cash reporting; a name alone does not connect a bank terminal.
Configure a method
- Open Manage › Payment Methods.
- Add or edit the method.
- Set its name, type and code.
- Review Auto Open Cash Drawer.
- Save and check whether the branch has marked it inactive.
- Sync the cashier and test the payment choices.
Supported types include Cash, Card, Gift Card, Other and House Account. Gift card and house-account payments require their own eligible records and balances.
Recording a Card payment does not itself charge the customer's card. Complete the actual payment using your payment arrangement, then record it accurately.
Cash drawer operation also needs a configured, connected drawer or receipt printer.
Save the changes and tap Sync on the main cashier before checking the branch apps. The console and the till can show different settings until that exchange completes. Check the branch and signed-in user's role if an action or record is missing, and test the changed setting before busy service.
Read split payments and drawer hardware.
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