Payment Methods
Overview
Payment options are the methods customers can use to pay — for example Cash or Card. Create them once and enable the ones each location accepts.
Requirements
- Permission to view payment options
Steps
Open Payment Options
From the sidebar, go to Manage → Payment methods. The page opens as Payment Options.
Add a payment option
Click the Add New Method button to open the Add New Options form.
Name it
Enter a Title such as Visa CIB or Talabat Credits. Select a Tag: Cash, Card or Coupon. You can leave Code empty to have it generated automatically.
Save
Click Save at the top-right of the form to add the payment option.
Enable it per location
Open each location and enable the payment options it accepts.
Navigate to Locations Page
Click on the location you want to assign the new Payment Options
Scroll down in the location data till you find the Payment Methods section
Payment Methods Section
Assign Payment Option to this location
Assign Payment Option to this location by clicking on the Edit Payment Methods button.
It opens the Edit Payment Methods window. Each row is an order channel and each column is an order type. Click a cell and pick the payment methods allowed for that channel and order type (you can type to search).
Use the copy and paste icons next to a cell to reuse the same selection in other cells, or the delete icon to clear a cell.
Save
Click Save at the top-right of the window to assign the Payment Option.
Notes
To change an existing payment method, click ⋯ at the end of its row: Edit, Disable, or Delete. To change several at once, select their rows. See Working with lists.
A payment option is only selectable on a POS device once it is enabled for that device’s location.
Troubleshooting
If a payment option is unavailable on the POS, confirm it is enabled for that location and that the device has synced.