Manage payment methods

Steps

1. Go to Settings → Payment Methods.
2. Tick the methods you don't use (Koko, Mintpay, gift cards, cheque and so on) and bulk delete them. They disappear from the POS checkout.
3. To add one, such as Bank Transfer: create a new payment method, set the group to Other and collection to Immediate, add any surcharge, and choose whether it needs a customer account or earns loyalty points.

Tip Card payments need a card machine, from your bank or from ET Cloud.

Transcript

Tap a line to play from there.

1. 0:03This is the Payment Methods page.
2. 0:05To remove the methods you don't use, select them and choose Bulk Delete.
3. 0:13They disappear from the payment options on the POS, so only cash shows for now.
4. 0:22To add a new method later, such as bank transfer,
5. 0:28create a new payment method and name it Bank Transfer. Set the payment group to Other,
6. 0:40and the collection type to Immediate.
7. 0:43Add a surcharge if there is one, and choose whether it needs a customer account or earns loyalty points.
8. 0:53Then create it.
9. 0:56Bank Transfer now appears as a payment option at checkout.