POS: How to add a new payment option

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In addition to the default options of cash and credit card, you can also create a custom payment option for use in SHOPLINE POS in SHOPLINE Admin. 

 

Adding a new custom payment option

Step 1: In SHOPLINE Admin go to [Settings] > [Payment Options] > [POS]. Press [Add] to add a new payment option. The system's two default payment options, "Credit Card" and "Cash", cannot be edited or removed.  

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Step 2: After pressing [Add], select [Custom] from the [Payment Type] menu. Enter the name of your custom payment option into the [Payment Name] field, and any remarks into [Payment Note].

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After adding a new payment method, it will appear at the bottom of the list in the [Payment Options] menu. 

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*SHOPLINE Admin does not currently support manual ordering of custom POS payment options.

After adding a new payment option, in the Check Out page in POS, press the [Refresh] button next to [Payment]. You will now be able to select the newly added payment option for your transaction.  

 

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Editing a custom payment option 

To edit the name of a payment option, press [Edit]. 

Please note: The names of the default payment options cannot be edited. 

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To delete a payment option, press [Delete]. Check the confirmation box and press [OK] to complete the process.  

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View a custom payment option in POS

Staff can use a custom payment method when processing orders. They will also be able to view what custom payment type have been used in Orders and Daily Revenue.

1. Order Details

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2. Daily Revenue

Select [Daily Revenue] to see a breakdown of a given day's transactions by payment type. 

Note: The payment options of Cash & Credit Card will appear by default, regardless of whether they have been used or not on a particular day. Custom payment options will only appear under [Daily Revenue] if they have been used in a transaction that day. 

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View a custom payment option in SHOPLINE Admin 

1. You can change the payment method for a transaction in SHOPLINE Admin. Go to [Order Management] > [Orders] then select an order. Under [Transaction Detail] press [Edit]. 

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After making the desired edits, press [Save]. 

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2. The updated information will now appear under [Transaction History].

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