Setting Up POS Payment Methods

Setting Up POS Payment Methods

Payment methods define how customers can pay at the counter. You need at least one payment method configured before your POS is useful.

Where to Find Payment Methods

1. Go to Point of Sale → Configuration → Payment Methods.
2. You will see a list of existing payment methods. Click New to create one, or click an existing method to edit it.

Common Payment Methods

• Cash — For bills and coins. The POS will automatically calculate change owed to the customer.
• Bank (Credit/Debit Card) — For card payments processed through your NMI payment terminal.
• Customer Account — Charges to the customer's account for later payment (useful for regulars or departments with purchase orders).

Setting Up Cash

1. Click New to create a payment method.
2. Name it Cash.
3. Set the Journal to your Cash journal.
4. Save.

Setting Up Card Payments (NMI)

1. Click New to create a payment method.
2. Name it Credit/Debit Card (or just "Card").
3. Set the Journal to your Bank journal.
4. Under Payment Terminal, select your NMI integration if it has been configured.
5. Save.

Assigning Payment Methods to a POS

1. Go to Point of Sale → Configuration → Point of Sale.
2. Open your POS configuration (e.g., "Main Counter").
3. In the Payment Methods field, add the methods you want this register to accept.
4. Save.