Quick Links
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Change Which Payment Terminal a Station Uses
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Action
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Display
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From the main BOH screen, select Payments
Select a station
Open the Primary Payment Terminal drop down
Select a payment terminal
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Create a Payment Type
Once a new Payment Type is created it can be edited at any time.
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Action
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Display
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Tap the Payments icon
Tap the New Item icon ( + ) to create a new Payment Type
Name- in this text field name the new Payment Type
Enabled- check box to enable/disable new Payment Type
Open Cash Drawer- select appropriate option from drop down menu:
Always
Never
Tippable- check box if new Payment Type is tippable, i.e., cash is not tippable because a cash tip would be left
Kind- select appropriate payment kind from drop down menu
Print Signable Receipt When Applicable- check box to print sign-able receipt
Station Types Allowing This Payment- check appropriate box(es) for new Payment Type
Permissions: check applicable Job Positions that are able to take the new Payment Type
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Verify Payment Type (FOH)
When a new Payment Type is created, confirm the Payment Type behaves as expected in FOH.
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Action
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Display
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Select Order
Tap Payment button
Select the new Payment Type
Tap Apply Payment
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Edit Payment Type
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Action
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Display
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Tap the Payments icon
Select the Payment Type to edit
Make the necessary changes in the General Information and/or Permissions section
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Add/Remove Payment Type From Station Type
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Action
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Display
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Tap the Payments icon
Select the Payment Type to edit
In the General Information section check/uncheck appropriate boxes for the Station Types that will allow the Payment Type
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Sort Payment Type / Button Display
On the Payment Screen, the Payment Type buttons generally display alphabetically, however in the Back of House you can set the specific order in which they display.
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Action
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Display
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1. From the main BOH screen, select Payments
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2. Select the desired Payment Type from the left hand panel
3. Under the General Information section, use the Sort Order field to indicate in what order this Payment Type button will display
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4. Repeat as desired for other Payment Types
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Payment Types will now display on the POS in the order as set in the BOH
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