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How to create a new order payment method
How to create a new order payment method

Add new payment methods to track credit cards, delivery, or employee lunches. View sales reports by payment systems, delivery services. etc.

Max avatar
Written by Max
Updated over a week ago

What is order payment method?

Add new payment methods to track credit card types (such as Visa and Mastercard), employee lunches, delivery payments (like Uber Eats), and more. Filter sales reports by payment systems, delivery services, etc.

Poster comes with three default payment methods: cash, card, and gift card. You can add your own custom payment methods to the list.

Add order payment method:

  1. Go to Settings Orders in the management console.

  2. Select Order payment methods tab.

  3. Click Add.

  4. Enter a method name in the Method title field. It will appear on receipts and POS registers.

  5. Select a payment type: cash or cashless.

  6. Select an icon color displayed on the POS.

  7. Click Save.

💡 Enter a Service fee of the bank or delivery service. For example, 2.5% to the bank for acquiring services or 30% to the delivery service aggregator per order.

Close orders with a new order payment method:

  1. Click Pay in the opened receipt on the POS.

  2. Select a payment method.

  3. Click Pay.

Payment methods limitations

☝️ Custom payment methods cannot be combined with others.

☝️ Custom payment methods are not integrated with payment gateways.

Link payment methods to financial account

Each payment method is associated with the respective account in Finances.

  • Cash methods transfer revenue to the Cash drawer account.

  • Cashless methods transfer revenue to the Bank account.

Poster automatically adds cash and cashless income transactions to Finances → Transactions when closing a cash shift. Custom payment methods will also have their own transactions.

To view sales reports by payment methods and find out how often custom payment methods are used go to Reports → Sales or Reports → Payments.

Feel free to contact our customer support if you have any questions or concerns. We're available in chat and email

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