Payments | SpotOn Restaurant BOH

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Create a Payment Type

Once a new Payment Type is created it can be edited at any time.

Action

Display

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

Verify Payment Type (FOH)

When a new Payment Type is created, confirm the Payment Type behaves as expected in FOH.

Action	Display
Select Order Tap Payment button Select the new Payment Type Tap Apply Payment

Edit Payment Type

Action	Display
Tap the Payments icon Select the Payment Type to edit Make the necessary changes in the General Information and/or Permissions section

Add/Remove Payment Type From Station Type

Action	Display
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

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.

Action	Display
1. From the main BOH screen, select Payments
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
4. Repeat as desired for other Payment Types
Payment Types will now display on the POS in the order as set in the BOH