Retail Back Office: Payment Method Settings

Retail Back Office: Payment Method Settings



Navigation: Sign into the Back Office for your Retail Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Payments click Payment Method.
     

The Payment Method page displays a table of Payment Methods that were created for this Retail Store.
  1. If no Payment Methods exist, the message ‘Payment Method not found’ appears.

Create or Edit a Payment Method

  1. Click + Payment Method to create a new Payment Method (or the corresponding pencil on an existing Payment Method). The New/Update Payment Method pane appears.



  2. Name – (Mandatory) Enter the name of the payment method. It cannot be greater than 25 characters and will be displayed in POS.
  3. Payment Type – (Mandatory) Select the Payment Type from the dropdown.  
  4. Code - Enter the code for this Payment Method (you can use ▲ and ▼ to raise or lower the value by 1). It can be letters or numbers.
  5. Priority - Enter the priority number of the payment method, which determines where it will be displayed in POS.
  6. Enable Multi Currency Toggle – If Enabled (YES):

    1. Select the Currency from the dropdown (you can Search to identify it more quickly)


    2. Enter the Exchange rate.


  7. Open Cash Drawer Toggle – If Enabled (YES), the cash drawer will open for this payment method. If Disabled (NO), it won’t open for this method.
    1. Note: For Payment Types such as Gift Card, Credit Card, Bionet Meal Card, Others, GiveX, NMI Tokenization, Optomany, Ingenico & LPG - options such as Payment Name (Mandatory), Code, Priority and Open Cash Drawer toggles will appear.

    2. Cash
      1. Enable Multi Currency Toggle – If Enabled (YES), select the Currency from the dropdown, then based on the Currency settings the Exchange Rate value will be set here. If Disabled (NO), no action will take place.
      2. When Cash is selected, the Open Cash Drawer toggle will be Enabled (YES) by Default.


    3. Side CC
      1. Enable Multi Currency Toggle – If Enabled (YES), select the Currency from the dropdown, then based on the Currency settings the Exchange Rate value will be set here. If Disabled (NO), no action will take place.
      2. When Side CC is selected, the Open Cash Drawer toggle will be Disabled (NO) by Default.


    4. SPPAX
      1. Model Type – Select the Model Type from the dropdown.
      2. Enable EBT Toggle – If Enabled (YES) then EBT will apply. If Disabled (NO), then it won’t.
      3. Factor4 Cards Toggle – If Enabled (YES), the type of Gift Card and Recharge can be made where through SP-PAX swipe a payment can be made (when Factor4 Card will be integrated with SP-PAX). If Disabled (NO), it won’t apply.
        1. Additionally: when Factor4 is Enabled, the Exempt Cash Discount Fee toggle appears. If Enabled (YES), SC will not be calculated for Factor4 Card. If Disabled (NO) [Default], SC will be calculated for Factor4 Cards.
      4. Valutec Cards Toggle – If Enabled (YES), the type of gift card and recharge can be made in that and through SP-PAX swipe a payment can be made (where Valutec cards will be integrated with SP-PAX). If toggle set NO, this will not be applicable.
        1. NOTE: Only one of the Factor4 or Valutec toggles can be Enabled.


    5. Dejavoo
      1. Enable EBT Toggle – If Enabled (YES), then EBT will apply. If Disabled (NO), EBT won’t apply.


    6. MPPG Credit Card – Select the Debit type (Sale or Authorize [Default]).
      1. Sale – The amount is transferred directly from Customer account to Store account.
      2. Authorize –Tip Adjustment and Batch are made, then the amount is transferred to the Store account.


    7. Membership
      1. Allowance Resent Periodically Toggle – If Enabled (YES), the membership will be reset and the previous value will not carry forward. If Disabled (NO), the membership will not be reset, and the previous value will carry forward.


    8. Evertec
      1. Cash Toggle – If Enabled (YES), Evertec cash payment can be made. If Disabled (NO), it can’t be.
      2. Manual Toggle – If Enabled (YES), card payment can be made. If Disabled (NO), it can’t be made.
      3. NOTE: When both toggles are enabled, then when paying through Evertec then payment options for Cash or Manual will appear in POS.


    9. PayPal - The Payment Name will be set to PayPal and is not editable (greyed out). The Payment Account ID will be provided by the PayPal merchant and is also not editable.


    10. Venmo: The Payment Name will be set to Venmo and is not editable (greyed out). The Payment Account ID will be provided by the Venmo merchant and is also not editable.


  8. Click Save to create the new Payment Method (or Update for an existing Payment Method) and return to the main Payment Methods page with a confirmation banner appearing at the upper-right. For a new Payment Method, it will be added in POS and appear in the Payment Methods table.

    1. Click X Close at the top right (or Cancel at the bottom left) to cancel creating/updating the Payment Method and return to the main Payment Methods page.

    • Related Articles

    • Retail POS: EBT Retail Item Payment

      Back Office Enabling EBT for a Retail Item Navigation: Log into Back Office, then select Home > Product/Items > Product/Items Select a Retail Item that qualifies to be eligible. On the (1) Basic Details page under the Visibility section, enable the ...

    • Retail Back Office: Admin - Accounts

      Navigation: Log in BO Admin then select Accounts > Accounts The Accounts page is broken down into the following tabs: Account Stores Account The Accounts tab displays the total number of Accounts, along with a table containing rows representing each ...

    • Retail Back Office: Enterprise - Reports

      Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Select Enterprise Reports, and the dropdown contains options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

    • Back Office: Payment Method Settings

      Sign into the Back Office. On the left-side Navigation Panel, click Settings. The Settings page appears. Under Payments click Payment Method. The Payment Method page appears. If no Payment Methods exist, the message ‘Payment Method not found’ ...

    • Retail POS: Membership Payments

      Membership gives the ability to organize Customers into Loyal Customers. By using Membership Account, you will be able to organize and apply Tax exemptions to Members of the group, maintain the account balance, and issue allowances. Membership ...