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