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Setting Up POS Payments

Last updated 21/11/2017

Learn how to modify and add new payment methods to your POS.

Overview

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:

Configuring Payment Methods

Adding New Payment Methods

To add a new payment method:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Click on POS Payments.
  3. Click Add New Option.
  4. Fill out each of the fields:
    Field Explanation
    Active
    • Active - method will always appear.
    • Inactive - method will not appear.
    • Wholesale - method will only appear if a customer is entered, does not have a retail price, or is assigned a Payment Term.
    Method This is the title of your new method - it will appear as a button on the POS.
    Path(opitonal) 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.
  5. Click Add to add the payment method.
  6. Click Save at the bottom of the page to save these settings.
Editing Payment Methods

To edit payment methods:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Click on POS Payments.
  3. Against a Payment Option, click Edit.
  4. Make the desired changes in the fields that appear.
  5. Click Save to save changes.

Note that certain default options are not available to edit.

Ordering Payment Methods

Payment methods will appear in the POS in the order of payments in this list. To change the order of payment methods:

  1. Click on the arrows to drag the the items in the list into the desired order.
  2. Make sure you click Save before making any further changes.
Deleting Payment Methods

To delete a payment method:

  1. Navigate to POS Payments (see above).
  2. Against a Payment Option, click Delete.
  3. Click Save.

Default Payment Methods

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.

Method Explanation
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 assgined to their account. The On Account option allows you to make On Account sales - more infomation in On Account Sales.

FAQs

Should I use a generic 'Card' payment method, or add a separate method for 'Visa', 'Mastercard' and 'Amex'?

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.