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Set Up Payment Methods
- Navigate to Left-hand Navigation: Admin » Payments » Payment Methods.
- Click +Add button.
- Use the below Field Guide to help you set up your payment method.
- Click Save.
Payment Methods Field Guide
| Setting | Description | Helpful Hint |
| Type | This is the name of the payment method, as it will appear in your app and on receipts. | |
| Processor | Only use this field if you are already set up with our credit card payment processing (CardConnect or Gingr Payments). If you input a payment processor here, this payment method will provide you with credit card entry fields at checkout or when otherwise taking payment. | |
| Zero Payment Methods | If set to"yes/on" this payment method will automatically be used in Quick Checkout transactions and where an invoice is opened without payment. |
Important: This setting should only be enabled for the No Payment method, and only one zero payment method can exist. |
| Open Cash Drawer/Print Modal | If you participate in the PrintNode integration, and this setting is turned on, when this payment method is used, a panel will open upon checkout, allowing: users who have the appropriate permissions to trigger the cash drawer and, all users to print a receipt directly to a connected printer. | |
| Status | Is this payment method active? | |
| Show change calculator | Enabling this setting will display the change calculator during checkout. | |
| Protected payment method | If enabled, only users with permission can apply payments using this payment method. | A users ability to use a Protected Payment Method is managed by their Group Permissions. For more information on Group Permissions, please see our article User Groups. |
Related Resources
- Configure Payment Methods Topic Outline
- Payment Methods Field Guide Reference
- Set Up Store Credit Permissions and Settings How-To
- Types of Payment Methods Reference
- Payment Methods User Permissions Reference
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