Set Up Payment Methods (How-To)

Article Details

Summary

This article shows you how to add a payment method, such as Cash, Check, or Credit Card, to Gingr.

Before You Begin

You'll need:

  • Admin user group access. Only Admin users can set up payment methods.

Steps

  1. Go to Left-hand Navigation: Admin » Payments » Payment Methods.
  2. Select +Add.
  3. Fill in the settings. Use the field guide below.
  4. Select Save.

Payment Methods Field Guide

Setting Description Helpful Hint
Type The name of the payment method, as it shows in your app and on receipts.
Processor Use this field only if you already use Gingr's credit card processing (CardConnect or Gingr Payments). If you enter a processor, the payment method shows credit card entry fields at checkout and when you take payment.
Zero Payment Methods If you set this to yes or on, Gingr uses this payment method automatically in Quick Checkout transactions and when an invoice opens without payment.

Important: Turn this on only for the No Payment method. Only one zero payment method can exist.
Open Cash Drawer/Print Modal If you use the PrintNode integration and turn this on, a panel opens at checkout when someone uses this payment method. Users with the right permissions can open the cash drawer. All users can print a receipt to a connected printer.
Status Shows whether the payment method is active.
Show change calculator Shows the change calculator at checkout.
Protected payment method If you turn this on, only users with permission can apply payments with this payment method. Group Permissions control who can use a Protected Payment Method. See User Groups.

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