POS payment methods

Overview

You can add different payment methods to your POS. These payment methods will appear when you select Pay or Refund in the POS. If you intend to use an external card machine, PIN pad, or EFTPOS machine, you must set these up first. Setup for each of the Cin7 Omni recommended PIN pads are documented as follows:

Add new payment methods

While logged in as an Administrator, select the Cog from the bottom left.

Under the POS menu, select POS Payments Setup.
In the Payments Option section, select Add New Option.
Complete each of the following fields:

Field	Explanation
Active	Active - method will always appear. Inactive - method will not appear. Wholesale - method will only appear if a customer is entered, does not have a retail price, or is assigned a Payment Term.
Method	This is the title of your new method - it will appear as a button on the POS.
Path(optional)	This should be left blank for all but Dejavoo terminals.
PIN pad	Select an external terminal. This must be set up below first. This field is not mandatory.

Select Add to add the payment method.
Select Save at the bottom of the page to save these settings.

Edit payment methods

While logged in as an Administrator, select the Cog from the bottom left.
Under the POS menu, select POS Payments Setup.
Select Edit In Payment Options to make amendments.
Once desired amendments are made in the fields that appear, select Update to confirm changes. Select Save before making any further changes.

Note: Certain default options cannot be edited.

Order payment methods

Payment methods will appear in the POS in the order of payments in this list. To change the order of payment methods:

Select the arrows to drag the items in the list into the desired order. (Sorting should be saved before you can edit the options)
Select Save before making any further changes.

Delete payment methods

To delete a payment method:

Follow the same steps to enter into the Payment Options page.
Next to a Payment Option, select Delete
Select Save from the bottom of the page before making any further changes.

Default payment methods

Cin7 Omni has a number of default payment methods that have special functions and come loaded as default in each POS instance. An explanation of each can be found below.

Method	Explanation
Promo Code	Promotions allow you to offer a dollar amount of a transaction.
Store Credit	Appears when the total of the order < 0, and there is a customer entered into the transaction.
Petty Cash	Petty Cash can be used if you withdraw money from the till on a regular basis.
Gift Voucher	A gift voucher is used if you would like to use a gift voucher that was created in or uploaded to Cin7 Omni.
Cash Out	Adds a special button to the POS, allowing you to give customers cash out of the till in return for a card payment of the same amount at the time of a transaction; see the Cash Out Help article for additional information.
On Account	Only appears as an option if a customer is entered into the POS that is assigned a Price Tier that is not retail, or a Payment Term is assigned to their account. This option allows you to make On Account sales; see the On Account Sales Help article for additional information.
Method	Explanation
Promo Code	Promotions allow you to offer a dollar amount of a transaction.
Store Credit	Appears when the total of the order < 0, and there is a customer entered into the transaction.
Petty Cash	Petty Cash can be used if you withdraw money from the till on a regular basis.
Gift Voucher	A gift voucher is used if you would like to use a gift voucher that was created in or uploaded to Cin7 Omni.
Cash Out	Adds a special button to the POS, allowing you to give customers cash out of the till in return for a card payment of the same amount at the time of a transaction; see the Cash Out Help article for additional information.
On Account	Only appears as an option if a customer is entered into the POS that is assigned a Price Tier that is not retail, or a Payment Term is assigned to their account. This option allows you to make On Account sales; see the On Account Sales Help article for additional information.

FAQs

Should I use a generic "Card" payment method, or add a separate method for "Visa", "Mastercard", and "Amex"?

This depends entirely on how your card machine/ PIN pad works. Typically, most machines consolidate all payment methods and deposit the total card takings in your bank in one lump sum. It is, therefore, appropriate to use one single payment method (i.e., "Card"), so that when you close the register and import it into your Accounting Software, you can reconcile amounts 1:1.

If for any reason you receive separate bank payments for Amex, Visa, etc., it makes more sense to have separate payment methods primarily to enable you to reconcile each method 1:1 with bank deposits.