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Setting up payment methods ​

For
Administrator
Where
Back office
Permission
Manage stores and settings
Checked on

Payment methods are the ways to pay that your registers offer: cash, card, cheque, store credit… You add, order and archive them on a single screen. Without a payment method, registers cannot take payments.

Before you start ​

  • Decide the type of the new method: it is chosen at creation and never changes. The types are Cash, Card, Store credit, Gift card, Loyalty points, On account and Other. A cheque, for example, is of type Other.
  • The type decides which settings are allowed: cash is always counted at register closing, and only one Cash method is active at a time. Card, store credit, gift card, loyalty points and on account are never accepted without Internet.

Adding a payment method ​

  1. Open Settings > Payment methods.

    The Settings menu, the Payment methods entry outlined, and the page title

  2. Click New payment method.

    The page title and the New payment method button outlined

  3. Type the method's name in Label, for example Cheque. It is the name registers and reports show.

    The New payment method form: the Label field outlined, filled in with Cheque

  4. Choose the type in Payment type, for example Other.

    The Payment type list outlined, with Other chosen

  5. Check the settings you want, under What these settings mean:

    • Opens the drawer: the register opens the drawer on the first receipt of a sale paid this way, never on a reprint.
    • Counted at register closing: the cashier counts this method before closing, and any difference must be explained.
    • Accepted without Internet: the register offers this method even when offline.

    The three settings, the Counted at register closing box checked and outlined

  6. Click Create the payment method.

    The bottom bar with the Create the payment method button outlined

The screen shows "Payment method created." The method is added at the end of the list, offered in every store.

The Cheque method at the end of the list: Other, Offered in every store, the three settings

Changing the order of the methods ​

Registers show the methods in the order of the list, under Display order.

  1. Open Settings > Payment methods.

  2. Click Move up or Move down, in the row of the method to move.

    The Cheque method, the Move up button outlined

The screen announces the new place: "Order saved: Cheque is now in position… of…"

Editing or archiving a method ​

A method is never deleted: archive it to stop offering it.

  1. Open Settings > Payment methods.

  2. Click Edit, in the method's row. The label and the three settings can be changed here; the type never changes.

  3. To archive it, choose Archived in Status.

    The Status list outlined, with Archived chosen, and its help text

  4. Click Save.

The screen shows "Payment method saved." The method stays in the list, followed by "(Archived)".

The Cheque (Archived) method in the list

An archived method is no longer offered for sales. It is still read when closing the register sessions that used it: its past sales do not change.

Troubleshooting ​

"An active cash payment method already exists: only one at a time." ​

Only one Cash method can be active. Archive the other one first, then reactivate this one.

"The order has changed since it was read." ​

Someone moved a method at the same time. Click Reload the list, then start over.

See also ​