Skip to content

Payment Types

Configure tender types and payment processing rules.

The Payments module provides configuration for payment instruments and tender types used during point-of-sale transactions.

Navigation: Admin → Payments

What You'll Configure

💳 Payment Types

Tender definitions and payment rules

⚙️ Tender Rules

Over-tender, authorization, and prompts

Documents in This Section

💳 Payment Types

Configure tender types used at checkout and tendering rules like over-tender/change, manager approval, and prompts.

View Documentation →

Module Structure

The Payments module includes the following sections:

  • Payment Types: Configure tender types and tendering rules.

Key Operational Considerations

Payment Types

  • Use clear, consistent payment type codes for identification across the POS system.
  • Payment types are referenced by other modules (for example, Gift Card Definitions) to record transactions using the correct tender.
  • Ensure the selected Currency Code matches a configured currency under Currency Types.
  • Enable Allow Over Tender only when change/cash‑back should be allowed for the tender.
  • Use Manager Authorization Required or Limit Amount Without Manager Authorization to control approval workflows.
  • If a Payment Type is disabled/removed or not available at a store/register, functionality that depends on it (such as gift card redemptions) may be impacted; keep tender configuration aligned with store operations.