Payment Type Options

Payment Type Options

Article Content:
You can now create custom payment types by terminal location or by terminal. All terminals can have different configurations and display. 


Step by Step Guide:


Step 1: Click on Settings, then select Register Settings from the left-hand-side menu.



Step 2: Click on the tab Custom Payment Methods. Then select Add to create the name of the payment method and to select the chart of account. Click Save.



Step 3: Click on the tab Payment Types Builder, followed by Terminal, then Add.



Step 4: In the Add pop-p window, select your Identifier, Title, and Display Order. Click Save.





Step 5: See new payment type as a payment option in register.


    • Related Articles

    • Register - Payment Methods

      Article Contents:  This article will go through the various options of payments. You can click on the "Pay" button on the desired tab and you will be prompted with the "Payment Mode" pop-up displaying the following options: Cash Check Card Swipe ...

    • Register - Split Payment Method

      Article Contents: This article will cover how a user can split a payment into different modes of payment. Step-by-Step: Step 1: From the REGISTER module (1), select a register tab to process a payment (2). Step 2: Click on the Split Pay Button. The ...

    • Register - Event Final Payment

      Article Contents: This article contains steps for making a final payment on an event. Step-By-Step: Step 1: On the REGISTER (1) module, Click on the TOOLS (2) tab. Step 2: Under the EVENT FINAL PAYMENT section, click and choose an event type to make ...

    • Register - Split/Divide Pay with Custom Payment Method.

      Article Contents This article covers how to use the custom payment method in split/divide pay. Step-by-Step: Step 1: First you need to set up customized payment mothed in the "Register Settings". For that can refer to this article ...

    • Register - Checkout & Payment Processing - Food and Beverage (Video 5:11)

      Article Contents: This video tutorial provides a detailed guide on how to effectively process payments, apply discounts, and manage checkout for food and beverage items using Club Caddy's register system. It further delves into the practical ...