Set up payment methods
Use standard payment methods
Tip
For Cash and Bank payment (On account), among others, there are standard payment methods that can be enabled or disabled. Other functions are linked to these, so use these options instead of creating your own payment methods.
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In the menu, click 'Store settings'
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Click on the 'Cash register' tab and click or scroll to the 'Payment methods' section
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Under the 'Standard payment methods' section, you can edit these via the gear icon.
Cash = Cash
Bankpayment = Bank payment
Paylater = Pay later
CASH_IN_SAFE (cash in safe) = Cash deposited to the safe instead of the bank
By activating the 'Show in cash register' switch for these methods, they can be used in the cash register.
Add payment methods
Do you want to add extra payment methods (for example, a split by card type)? Then create your own payment methods using these steps.
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In the menu, click 'Store settings'
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Click on the 'Cash register' tab and click or scroll to the 'Payment methods' section
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Click on the 'New' button on the right side.
A new screen appears.
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Enter the desired name, such as 'Credit card', 'Maestro', 'Card' or, for example, the name of a local discount card.
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Select the desired options. A brief explanation follows below:
Stock reduction: Should stock be debited if this payment method is used? (Usually enabled).
Invoice: Do you want to use this payment method for invoices? (Usually enabled).
Show in cash register: Do you want to show this method in the cash register? (It is enabled by default to allow the method to be used and usually remains enabled). If set to 'No'? This button will still be visible via the 'More' button under the payment methods in the cash register.
Award loyalty points: Do you want customers to receive loyalty points if this method is used? (Usually enabled, unless the payment method is a discount card).
Use terminal: This makes it possible to link the payment method to a payment method of the pin device.
Tip
Only enable the 'Use terminal' switch for one payment method that you want to link to the PAY pin terminal. See the special help article for setting up the pin terminal link.
- Click the 'Create' button.
Arrange payment methods
Payment methods for which 'Show in cash register' is checked can be arranged.
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In the menu, click 'Store settings'
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Under the 'Cash register' tab, click 'Payment methods'
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On the right side, click the 'Arrange' button
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A new screen appears. Click on a method, hold the mouse button pressed, and drag it into a different order.
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Finally, click the 'Save' button.
Delete payment method
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In the menu, click 'Store settings'
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Click on the 'Cash register' tab and then click or scroll to the 'Payment methods' section
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Click on the red trash can icon next to the option you want to delete.
Is it a standard payment method (without a trash can icon)? Then click on the gear icon and turn off the 'Show in cash register' option.
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