Overview: What are we talking about?
Payment Methods are the different forms of payment that you accept at your facility, such as Cash, Check, Credit Card, Square, etc. In this article, we will show you how to set up your payment methods and manage all associated settings.
This article includes:
Helpful Hint: Before you begin.
- Only users in the Admin User Group can set up and manage Payment Methods.
Packages are not payment methods. When you check a customer out using package credits, you will choose the No Payment payment method.
Set it Up: Let's get started.
- Navigate to Left-hand Navigation: Admin » Payment Methods.
- Click Add Payment Method button.
- Use the below Field Guide to help you set up your payment method.
- Click Save.
|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. 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 where you are crediting a Customer's Account and not accepting payment at the time of the transaction. There are 2 different types of non-payment transactions (see below in Understanding Payment Methods for further explanation.)||Important! Only one payment method should be set to 'zero payment,' preferably the 'no payment method.'|
|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.|
Zero Payment Method:
The Zero Payment Method is meant to be used in the instance that a customer comes in and somehow doesn't end up ringing out their services today. Choosing the zero payment method at checkout will put a debit on their account that they can pay later.
The zero payment method is used automatically when you check out a customer with the 'Quick Checkout' feature and when the customer is paying with package credits or a 'punch card.'
Important! There should be only ONE "ZERO PAYMENT" method and, to avoid confusion in your reporting, it is generally advised that you keep this single payment method as the "No Payment" payment method.
Important! Do not use Zero Payment for Cash, Check, Credit Card, Donation, Admin, etc.
|Can Open Cash Drawer||If enabled (set to 'yes/on'), user can open the cash drawer at any time.|
|Can Open Cash Drawer Checkout||If enabled (set to 'yes/on'), user can open the cash drawer only while performing a checkout transaction.|