Paimnt Logo

Workflow For Configuring Payment Methods

For experienced users who need a fast reference.

Need detailed instructions? Go to the full guide

Prerequisites

  • Access to HQ (Head Office system)
  • Manager or admin permissions
  • List of payment methods your business accepts
  • Surcharge amounts (if applicable)

Pre-Configured Methods

Your system comes with:

  • Cash: Ready to use immediately
  • EFTPOS/Card: Works with integrated terminal

How To Add a Payment Method

Video Coming Soon
Click Here For Workflow

1. Open Payment Methods Screen

Go to Site → Payment Methods

2. Create Payment Method

  1. Click + button
  2. Enter clear name (what staff see at till)
  3. If surcharge needed:
    • Enter surcharge percentage
    • Toggle switch ON
  4. Click Save

✅ Best practice: Use names team will instantly recognize

💡 Tip: Check merchant agreements before setting surcharges

How to Edit Payment Method

Video Coming Soon
Click Here For Workflow

Quick Edit

  1. Go to Site → Payment Methods
  2. Click ⋮ (3 dots) on payment method
  3. Select Edit
  4. Make changes
  5. Click Save

⚠️ Important: Renaming affects till buttons (need manual update)

Quick Delete

  1. Go to Site → Payment Methods
  2. Click ⋮ (3 dots) on payment method
  3. Select Delete
  4. Confirm

⚠️ Historical data preserved with old name

Best Practices

✅ Only add payment methods you actually use

✅ Use clear, recognizable names

✅ Check legal limits on surcharges in your region

✅ Consider converting flat fees to percentages

⚠️ Don’t add unnecessary payment methods - causes till confusion

Back to full guide
Having issues? See troubleshooting
Prev
Workflow For Configuring Your Till Keyboard