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Sales

Payment Methods

Learn how to improve the accounting process by creating, editing, removing and setting up different payment methods.

In order to add or remove a payment method, first, you have to simulate a sale. Making a sale is easy, just click the "Sales" menu and go to "Point of Sale".

Now, you don't need to select a product. Just hit "Save" at the top-left corner in order to open the Payment Screen.

The Payment Screen, for instance, has a gray gear icon at the bottom-right corner. Click it to configure your store's default payment methods.

In the Payment Options Screen,  under "Payment Methods" there are four default payment methods.

By clicking " New", a new blank field will pop up. Enter the name of the custom payment method (e.g Paypal, Voucher, etc) and choose an icon.

You can edit the name and icon of any payment method.

After adding a new payment method, it is important to if it allows giving back change. If you check this option, you'll be able to save the change as store credit to your customer's account. This option may be checked for any existing payment method.

Click "OK" at the top-left corner to finish the configuration and save the changes made.

Done. You are all set! From now on all payment methods will be available for your next sale.

Important: 

In order for a new payment method to appear on the list, you have to first close the opened sale in order to complete the configuration process.

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Sales