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REGISTER: PAYMENT TYPE OPTIONS

How to configure which payment methods appear in the register by course, location, or terminal

The Payment Types Builder lets you control which payment options appear in the register — and where. You can configure payment types at the course level, by location, or down to a specific terminal, depending on how your facility is set up.

This applies to both built-in payment methods (like cash and card) and any custom payment methods you’ve created.

 

If you haven’t created a custom payment method yet, do that first before following the steps. Settings : How to Create a Custom Payment Method for instructions.

Step by Step Guide:
 
Step 1Step 1: Navigate to Settings, then select Register Settings from the left-hand menu.



Step 2: Select the Payment Types Builder




Step 3: 
Choose your configuration level: Course Configuration, Location, or Terminal. Then click Add.

Configuration

What It Does

Good To Know

Course Configuration

Applies the payment type to all terminals and locations across your facility.

The broadest setting. Good starting point if all locations use the same payment options.

Location

Applies payment types to all terminals assigned to a specific location. Overrides Course Configuration.

You’ll need to set up payment options on this tab for each location. Use Switch Course to update each location.

Terminal

Configures payment options for one specific terminal. Overrides both Course Configuration and Location.

Most granular option. Use Switch Course to configure each terminal individually.




 

TIP: Location and Terminal configurations override Course Configuration. If you’ve set up payment types at the course level but need different options at a specific location or register, use those settings to override.

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




Once saved, the payment type will appear as an option in the register for the configuration level you selected.