Last updated 18/12/2019
The POS can be configured to show different payment methods. These payment methods will appear when you press Pay or Refund in the POS. This article explains how to setup new or edit existing payment methods.
If you intend to use an external card machine/pinpad/EFTPOS machine, you must set these up first. Setup for each of our supported pinpads are documented here:
To add a new payment method:
|Method||This is the title of your new method - it will appear as a button on the POS.|
|Path(optional)||This should be left blank for all but Dejavoo terminals.|
|Pinpad||Select an external terminal. This must be set up below first. This field is not mandatory.|
To edit payment methods:
Note that certain default options are not available to edit.
Payment methods will appear in the POS in the order of payments in this list. To change the order of payment methods:
To delete a payment method:
Cin7 has a number of default payment methods that have special functions and come loaded as default in each POS instance. An explanation of each can be found below.
|Promo Code||Promotions allow you to offer a dollar amount off a transaction.|
|Store Credit||This payment method will appear when the total of the order < 0, and there is a customer is entered into the transaction.|
|Petty Cash||Petty Cash can be used if you withdraw money from the till on a regular basis.|
|Gift Voucher||Gift Voucher is used if you would like to use a gift voucher that was created in or uploaded to Cin7.|
|Cash Out||Enabling this option will add a special button to the POS, allowing you to give customers cash out of the till in return for a card payment of the same amount at the time of a transaction. This is detailed in Cash Out.|
|On Account||The On Account option will only appear as an option if a customer is entered into the POS that is assigned a Price Tier that is not retail, or a Payment Term is assigned to their account. The On Account option allows you to make On Account sales - more information in On Account Sales.|
This depends entirely on how you card machine/pinpad works. Typically most machines will consolidate all payment methods, and deposit the total card takings in your bank in one lump sum. It is therefore appropriate to use one single payment method, 'card', so that when you close the register and import into your accounting software, you can reconcile amounts 1:1.
If for any reason you receive into your bank separate payments for Amex, Visa etc. it makes more sense to have separate payment methods - again so you can reconcile taking with each method with bank deposits 1:1.
For more information on closing the register, see Closing the Register.