This page has a video guide for adding and editing payment types in Retailer, along with how to change the order of the payment types shown.
For written guides on these subjects, follow the links below:
Audio Transcript
0:01 Okay, let's have a look at setting up the payment types you may use in your business. First we click on setup, then general, and then we select the pay types tab.
0:15 Here you can see a list of the default payment types. First steps I do is deleting the payment types that I don't want. So I'm going to click on diners and delete and then on MasterCard and delete that.
0:31 We don't delete cash. Even if you are a cashless business, the payment type still needs to stay there. Now let's add in some payment types that we're going to use.
0:41 So we click here on add. When adding a payment type, the first field is the name. So we're going to enter gift voucher.
0:52 There's an option about including this on the banking sheet. We'll discuss that later. Down here in the payment type for the type of payment this is, we're going to select voucher.
1:02 Clicking on Next, we've got some cash out options and some surcharging options. Not applicable to give vouchers. So finish. We're going to add another one.
1:15 This is going to be EFTPOS number two. This is in case we are using integrated to EFTPOS and we would want the ability to split a card transaction onto more than one card.
1:28 With the EFTPOS plus payment type, we always select "auto payment". So we're going to click next and finish. Last but not least is direct deposit.
1:42 So add. Now you'll notice that there's no payment type here for direct deposit. We have to fix that setting in the grid behind.
1:53 So next and finish. And that part I was referring to is here in the type. Just open up the dropdown and select direct deposit there.
2:06 Let's click on save. Understanding the grid options that we see here is very important. The first column here is sort order.
2:18 In the point of sale screen when you're finalizing a sale, you'll probably end up using the subtotal screen. Subtotal screen is what lists all the payment types and you can enter the amount against the payment types you wish to use.
2:29 The sort order is obviously the order that that sorts into. So here we can type in the order number we would like these to be.
2:36 So I'm just typing the fields and then I'm going to press save. So now cash will be my first option. followed by EFTPOS, EFTPOS #2, cheque, gift voucher, and direct deposit.
2:52 We're not going to worry about the description columns. On banking sheet means whether the payment type and the payments received using type will list on a banking sheet.
3:03 The banking sheet is an optional report. Type is linked to functionality, so Cash must be used for Cash, Cheque must be used for cheque.
3:14 Autopay is used for integrated EFTPOS types or just standard EFTPOS types. Voucher is used for gift vouchers and direct deposit is used for any others that don't use any other integrations.
3:28 You'll notice in the types list that there are more such as zip and hum. They are used for zip and hum payment types and there are a few others.
3:38 It's important to note that they can only be one Cheque payment type. Overpayments refer to the ability to receive more money than the sale total using that payment type.
3:51 So with cash we need to allow that for, you know, change. With EFTPOS we would have that turned on if we want to have the ability to do cash out.
4:00 If you don't wanna do cash out, just double click to untick the option. If you do wanna do cash out, leave it on.
4:11 The second box is prompt cash out and this is used with integrated EFTPOS. Basically when you choose to use the EFTPOS payment type, another box appears before the sale goes to the EFTPOS machine, asking for how much cash out you would like if you're using this option.
4:26 You also need allow over payments turned on. These hide options refer to details that you would normally enter for Cheques.
4:40 So we have hide drawer, hide number, bank and branch. You tick these options for all the other payment types except for Cheque.
4:50 So there's my Cheque row, so I'm going to take it for all the other payment types because I don't want to enter those details or see those fields when I'm using those payment types.
5:04 Now if you don't have a cheque option, then you would turn it on for every single one or you may not want to enter any details when it comes to checks at all, you just want to put in cheques a hundred dollars and that's it. So you can turn that on for the cheque options as well.
5:18 Drawer refers to the account holder of the check number, refers to the check number, bank refers to the bank such as NAB or CBA and branch refers to the town or suburb where that branch is located.
5:34 Open cash drawer after sale refers to the physical cash drawer and whether it opens when you use that payment type.
5:39 So I'm going to turn it off for my EFTPOS one, but I would like it to open for both cash and cheques.
5:47 There is also a pay type surcharges button down here. So if I was going back to my EFTPOS and I wanted a surcharge, I can click there and enter in any of my surcharging options.