Overview

You should configure a payment type for each tender type you accept from your customers. By default your account will have:
  • Cash
  • Card
Examples of other payment types users may add are:
  • Gift Vouchers
  • Bank Transfer
  • Cheque

Creating a Payment Type

  1. Navigate to: Settings -> Configuration -> Payments & Tax.
  2. Navigate to the "Payment Types" section.
  3. Click the "+ Add New" button at the bottom of the list.
  4. Populate the form fields.Name - the name of your payment type.Active - must be enabled in order to use this payment type against sales.Open Drawer - if enabled it will pop the cash drawer connected to your receipt printer.Allow Change - enable if you can give change for the payment type. For example, it is normally enabled for cash as if someone pays for a £8.00 item with a £10.00 note, you can issue £2.00 change. However, we would disable it for card payments as change isn't possible.
  5. Press the "Save..." button.

Editing a Payment Type

  1. Navigate to: Settings -> Configuration -> Payments & Tax.
  2. Navigate to the "Payment Types" section.
  3. Click on the edit icon next to the category you wish to edit.
  4. Update the Payment Type as required.
  5. Press the "Save..." button.