Payment methods are the options your staff choose from when taking a payment at the POS. An administrator sets them up in the Back Office before your team can use them. For taking payments at the till, see Payment & Checkout.
⚙️ Where to configure them
In the Back Office, open the company's Payment and taxes settings. The Offline Payment tab is where you build the list of methods your staff record manually — cash, coupons, gift cards, third-party delivery payments, and so on.
➕ Adding a payment method
Preconfigured method — pick a ready-made method from the list (for example Cash, Interac/Debit, Visa, Mastercard, Amex, Discover, Credit Card, Coupon, Loyalty, Gift Card, Gift Certificate, Deposit Redeem, Voucher Redeem, Uber Eats, Doordash, UEAT, Skip, Offline PATT) and press Add.
Custom method — type your own name for a method that isn't in the preset list, then press Add. The custom name has a character limit shown next to the field.
🛠️ Managing your methods
Each method you add appears in the Offline payment methods list, where you can:
Control | What it does |
Activate / deactivate | The checkbox next to the method turns it on or off. Only active methods are available to staff. |
Disable printing on payment | When enabled for a method, taking a payment with it does not automatically print a receipt. |
Reorder | Drag a method by its handle to change the order of the list. |
Remove | Use the remove button on a row to delete that method from the list. |
Press Save when you're done.
💱 Accepting cash in a foreign currency (FX)
Handy if you take US dollars, or any other currency, as cash. You set the exchange rate in the back office, and the POS converts the amount and gives the change back in CAD.
Set it up
Add a custom payment method named after the currency, for example "US Cash", and press Add.
On that row in Offline payment methods, tick Foreign currency (FX).
Enter the Currency (three letters, for example USD) and the Exchange rate: what one unit of that currency is worth in CAD, up to 4 decimals. The Preview shows what 20 of that currency comes to.
Press Save.
A few things worth knowing
Custom methods only. The preconfigured methods (Cash, Visa and so on) can't be set to a foreign currency.
The currency is locked once saved. After the first save you can only change the rate. To take a different currency, add another method. Removing an FX method doesn't change past sales.
You keep the rate up to date. Cashiers can't change it at the POS. Each sale keeps the rate that was set when it was paid, so if you change the rate mid-shift, the readings show one line per rate.
Change is always given in CAD, rounded to the nearest 5 cents like regular cash. Refunds on an FX payment are also given back as CAD cash.
It works like cash. It opens the cash drawer, and you can combine it with other payment methods on the same check.
At the POS and on your readings
Staff pick the FX method and enter the amount the customer handed over in that currency. The calculator shows what it equals in CAD, along with the rate set in the back office. The receipt shows the amount received in the foreign currency and the rate.
On the End of shift and Global reading, FX payments get their own lines. A Foreign currency received table lists the foreign bills in the drawer, counted at face value and kept separate from your CAD cash. In the back office readings, the same table is called Foreign currency in drawer. Tips taken in foreign cash count toward the employee's cash tips.
If you see one of these messages
"a currency and an exchange rate are required": enter both the currency and the rate, then save.
"the currency code or the exchange rate is invalid": the currency must be three letters and can't be CAD. The rate must be greater than 0, with at most 4 decimals.
"a payment method with this name already exists": each payment method needs its own name, and upper or lower case doesn't count as different. A custom "cash" clashes with the preconfigured Cash.
"The payment method 'Cash' is defined more than once.": your list already has two methods with the same name. Rename or remove one, then save.
"The foreign currency setting of 'US Cash' (USD) cannot be changed once saved. Only the exchange rate can be updated.": add a new method for the other currency.
💡 Good to know
A separate Taxes tab on the same screen is where tax groups and tax numbers are assigned.
Tips, gratuities, and service charges are configured in their own Back Office areas, not on this screen.