Adding / Editing a Payment Type

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

When finalising 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 in the bottom left.
   
4. Enter the description of the payment type. This will show on the subtotal window when finalising a sale and on your End of Shift reports.
   
   

   Do not use brackets ( or ) in the Payment Type Description
5. Tick whether or not to include the payment type on your End of Shift banking sheets.
   
6. Select a payment type from the payment types listed. The available types are:
   
1. Cheque
   
2. Credit
3. Auto Payment - Used for any form of integrated EFTPOS.
   
4. Charge Card
   
5. Voucher
   
6. Vii Redemption
   
7. Humm
   
8. Zip
   
9. Direct Deposit
   
10. Transactor Gift Card 
    
7. Click Next.
   
8. Tick whether you will allow cash out with this payment type.
   
9. 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.
   
1. If ticked, select between a fixed amount or a percentage.
   
2. Set the surcharge amount or percentage.
   
3. Set your minimum and maximum spends before a surcharge is applied. Leave blank if you want the surcharge to always apply.
   
10. Click Finish.
    
11. You will now be returned to the pay type window, 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 window.
    
1. Sort Order - The order that the payment types will appear on the subtotal screen.
   
2. On Banking Sheet - Displays this payment type on the banking sheet in your end of shift report.
   
3. Over Payments - Allows you to pay more than the total amount due. This is required for doing cash outs.
   
4. Prompt Cash Out - Prompts to ask the customer if they want cash out at the time of the sale.
   
5. Hide Drawer/Number/Bank/Branch - Hides the ability to enter cheque details. For payment types that aren't cheques, these should be ticked. 
   
6. Open Cash Drawer After Sale - Opens the cash drawer after the sale is completed.
   
12. Click Save.
    

American Express, Mastercard, and Visa can now be used under your normal EFTPOS payment type, with dynamic surcharging enabled. This allows your EFTPOS terminal to charge the correct surcharge fees based on the card used. See EFTPOS Surcharges for more information.

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