Adding / Editing a Payment Type

We have a video guide on setting up Payment Types in Retailer - 🎬 Setting Up Payment Types

When completing a sale you can assign the sale to different pay types to make it easier to reconcile your takings. To set up a new payment type follow these steps:

1. On the top menu bar of Retailer, click on Setup -> General.
2. Click on the Pay Types tab.
3. Click on the Add button at the bottom of the screen.
• Enter the description of the payment type. This will appear on the subtotal screen when completing a sale and on your end of shift reports.
• Tick whether or not to include the payment type on your End of Shift banking sheets.
• Select a payment type from the payment types listed. Auto Payment is used for any form of integrated EFTPOS. 
• Click Next.
  
• Tick whether you will allow cash out with this payment type.
• Next you can tick if you want a surcharge to apply to this payment type (generally for credit cards). For more information about surcharges, click HERE.
• If ticked, select between a fixed amount or a percentage.
• Set the surcharge amount or percentage.
• Set your minimum and maximum spends before a surcharge is applied. Leave blank if you want the surcharge to always apply.
• Click Finish.
  
4. You will now be returned to the pay type screen where you can see your newly created payment type. There are several more settings you can tick or untick for this payment type in this screen.
• Sort Order - The order that the payment types will appear on the subtotal screen.
• On Banking Sheet - Displays this payment type on the banking sheet in your end of shift report.
• Over Payments - Allows you to pay more than the sum of the items in the sale. This is required for doing cash outs.
• Prompt Cash out - Prompts to ask the customer if they want cash out at the time of the sale.
• Hide Bank/Branch/Drawer/Number - Hides the ability to enter cheque details. For payment types that aren't cheques, these should be ticked. 
• Open Cash Drawer After Sale - Pops the cash drawer open after the sale.
5. Click Save.

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