Payments - Tender Types (HQ)

Tender Types allow you to manage and create various modes of payments on the POS.  When you create a site, some payment options are pre-enabled by default

Tender Types can be accessed by navigating to the site, clicking on the Payments section, then selecting Tender Types across the top menu.

Permission requirements: View Tender Type, Add Tender Type, Edit Tender Type, Delete Tender Type

Adding/editing a Tender Type 

Click the "Add Tender Type" button or the "Edit" button next the Tender Type you want to modify. You will be prompted with a list of checkboxes to select or deselect. These boxes determine who and what devices the tender type is available to as well as define certain actions that are associated with the Tender Type.

FIELD	DESCRIPTION
Tender Type	Select either "New Tender Type" to create a new tender type or choose one of the supported gift card providers (this is a special configuration that requires an existing account with the third-party gift card provider).
Name	The name of the custom tender
Short Name	A shorter name that can be used for reporting, if left blank, the name entered in the Name field will be used.
Services	Selects which services the tender type can be applied to.
Available To Staff	Makes the tender type available on the POS.
Available To Kiosk	Makes the tender type available at the Kiosks.
Available To App	Makes the tender type available through the TRAY app.
Available Online	Makes the tender type available through the online ordering portal.
Disable Manual Tips	Makes the tender type unable to add a tip to the calculated total.
Kick Drawer	When checked, this will open the cash drawer assigned to the device when completing the transaction. This is typically just used for the cash tender type.
Allow Comment	Allows the option to add a comment whenever the transaction is tendered for that specific tender type. This comment is then displayed on the Payments report.
Manager Tender	Allows POS users with permission to apply this tender.
Tax Collected by Third Parties	Indicates that a third-party Delivery Service Provider or similar service is collecting the taxes associated with transactions using this tender.

Once all information has been entered or edited, click the black "Save" button at the bottom of the window. Click the blue "Publish" button in the upper left, check Site Settings and then click the black "Publish" button at the bottom right of the window.

GIFT CARDS

Current gift card brands that are supported are STS, SVS, Vantiv, and Embed. In order to use these payment methods, you must have an account with one of these providers. The provider will supply login credentials as well as the appropriate payment information to configure these tenders.