Back Office Payment Method Configuration
Description
How to set payment options, including for checks, cash and prepaid coupons, manual card entry, and tips
What's in this article?
You can decide which payment types are accepted at the POS. Cash and credit cards are default options and cannot be removed; however, you can choose whether to accept checks or prepaid coupons. You can also decide whether to allow the cashier to manually enter card information or whether you will accept tips on a credit card transaction or round cash payments.
To set up your accepted payment methods
- In the Back Office, select Settings.
- Select either Payments Methods or Payments, depending on your solution.
- Set payment options:
table of payment options that can be configured in the Back Office, and their descriptions Payment option Description Manual Card Entry Allow or don't allow the cashier to manually enter a credit card number. If you allow manual card entry, you become subject to a greater scope of PCI requirements.
For more information on how to configure this option and take a manual card payment on the E700 or E800 temrinal, see Point of Sale App Manual Card Entry .Credit Card Tips Choose whether to allow tipping on the POS for a credit card transaction. You cannot add tips from a gift card. Method Indicate the tip method: Inline Tipping or Tip Adjustment . Save Credit Card to Order Restaurant only option
Saves card information until settlement when a credit card is swiped, so re-swiping is not required. For example, this is useful when a customer runs a tab. If enabled, the cashier is prompted to save the credit card for future use. The cashier is prompted to enter a pre-authorized payment amount for the future transaction.NOTE: Enabling this option may increase card processing costs, as this option settles the transaction as a manually entered transaction.
Accepted Payment Methods Choose the payment methods you will allow (checks and/or prepaid coupons). Prepaid coupons include Groupon® or similar deals and prepaid coupons. Cash and credit card are always selected.
The Restaurant Solution includes a House Account for clients to charge to a house account with your business.Cash Rounding Allow users to set the smallest unit of currency accepted for cash transactions. Cash payments will be rounded to the nearest increment based on the unit selected. - Click Save to complete your changes.