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Quick Links
Create a Payment Type
Once a new Payment Type is created it can be edited at any time.
Action | 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: 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.
Action | 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
Action | 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
Action | 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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On the Payment Screen, the Payment Type buttons generally display alphabetically, however in the Back of House you can set the specifically order in which they display.
Action | Display |
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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 | |
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