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Setting Up POS Payments

Last updated 01/03/2021

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 select Pay or Refund in the POS. If you intend to use an external card machine, PIN pad, or EFTPOS machine, you must set these up first. Setup for each of the Cin7 recommended PIN pads are documented as follows:

**Note: For existing customers only. For new Cin7 customers, Authorize.net is not supported.

Configuring Payment Methods


Adding New Payment Methods

To add a new payment method: 

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. Under the POS menu, select POS Payments Setup.
  3. In the Payments Option section, select Add New Option.
  4. Complete each of the following 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(optional) This should be left blank for all but Dejavoo terminals.
    PIN pad Select an external terminal. This must be set up below first. This field is not mandatory.
  5. Select Add to add the payment method.
  6. Select Save at the bottom of the page to save these settings.
Editing Payment Methods

To edit payment methods:

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. Under the POS menu, select POS Payments.
  3. Next to a Payment Option, select Edit.
  4. Make the desired changes in the fields that appear.
  5. Select Save to save changes.

Note: 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. Select the arrows to drag the the items in the list into the desired order.
  2. Select Save before making any further changes.
Deleting Payment Methods

To delete a payment method:

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. Under the POS menu, select POS Payments.
  3. Next to a Payment Option, select Delete.
  4. Select 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 Appears 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 Adds 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; see the Cash Out Help article for additional information.
On Account Only appears 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. This option allows you to make On Account sales; see the On Account Sales Help article for additional information.

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 / PIN pad works. Typically, most machines 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 (i.e., "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 primarily to enable you to reconcile each method 1:1 with bank deposits.

See the Closing the Register Help article for additional information.