Point of Sale - Payment Options

Introduction:

In this comprehensive guide, we will walk you through the seamless process of enabling payment options in your point-of-sale system. This will allow you to select the payment methods that best align with your specific business requirements, enhancing your transaction efficiency and providing a tailored payment experience for your customers.



Step-by-Step Guide:

Unlock the potential of your point-of-sale system by enabling customized payment options with these straightforward steps:



Step 1: Access the New Order Screen

Navigate to the new order screen on your point-of-sale system. Easily locate this screen by either tapping the labeled drop-down arrow (A) or smoothly sliding down the settings bar, labeled (B).



Step 2: Click on Payment. This will open a menu with various payment-related settings.



Step 3: In the Payments menu, click on Payment Options to view and manage available payment methods.



Step 4: Enable or Disable Payment Methods: The Payment Options screen displays a list of various payment methods.



Cash: Toggle on if you accept cash payments.
ExternalCC: Toggle on if you accept external credit card payments.
Card: Toggle on if you accept standard card payments.
Manual CC: Toggle on to allow manual credit card entries.
Manual Card: Toggle on to allow manual card entries.
Grubhub: Toggle on if you accept payments through Grubhub.
Gift Card: Toggle on if you accept payments via gift cards.
Postmates: Toggle on if you accept payments via Postmates.
Account: Toggle on if you accept account-based payments.
Doordash: Toggle on if you accept payments via Doordash.
Loyalty: Toggle on if you accept loyalty-based payments.

Note: To disable a payment option, simply click on it again. This will deactivate the option, and it will be indicated by turning gray. Additionally, the payment option you select will be reflected on your point-of-sale system's screen.

Once you have enabled or disabled the desired payment methods, the settings will be saved automatically.


Conclusion:

Configuring various payment options is straightforward and essential for accommodating customer preferences and ensuring convenient transactions. By following these steps, you can easily manage and customize the payment methods available at your establishment.

Offering a variety of payment options not only enhances customer satisfaction but also streamlines the payment process, making it more efficient for your business.


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Updated on: 10/18/2024