📝 Overview
This article walks you through how to add, remove, or reorder payment and tender types in the software. Common use cases include adding methods like Venmo or Care Credit, special promotions, or inserting a blank option to prevent default selections at checkout. All custom tender types will be reflected in your Totals Report along with the existing types for accurate financial tracking.
🛠️ Managing Payment & Tender Types
This section will walk you through setting up custom types as well as editing existing ones.
🖥️ Website
Click the arrow to learn how to add or edit tender types on the website
Click the arrow to learn how to add or edit tender types on the website
💡 Pro Tip:
Keep a blank tender type to prevent the software from defaulting to an unwanted option at checkout.
Place your most-used payment types at the top for faster checkouts.
From the software, go to More and select Settings.
Select Management and then click Customize Lists.
Under the Tickets section click Edit Payment Types.
Enter the name of the new payment/tender type, then click Add.
Reorder the list by clicking and dragging items into your preferred order.
To remove a type, hover over it and click the X in the upper-right corner.
(Optional) Click Add Blank to place a blank entry at the top—this forces staff to actively choose a payment type and helps avoid errors.
Click Save.
📱Mobile App
Click the arrow to learn how to add or edit tender types on the mobile app
Click the arrow to learn how to add or edit tender types on the mobile app
Tap More (⋯ menu).
Select Settings.
Tap Checkout Settings.
Select Payment Methods.
Make desired changes:
To add a new payment method select Add New Payment Type.
Enter the Name of the new payment/tender type (e.g., CashApp).
Tap OK.
To delete a method click the red circle with the minus sign on the left of each item.
To reorder the list drag the three horizontal lines on the right of each item to the desired position.
Tap Save.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why would I add or remove payment types?
Click the arrow to view the answer
Click the arrow to view the answer
To support new payment methods (e.g., CashApp, Venmo) or remove outdated ones, ensuring accurate records.
What does the “Add Blank” option do?
Click the arrow to view the answer
Click the arrow to view the answer
It inserts an empty choice at the top of the list, forcing employees to pick a type instead of defaulting to one automatically.
Do changes show up in reports right away?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, new or removed types appear instantly after saving.