Section 5.2: Payment Methods
Payment Methods can be created to apply non-traditional payment types to orders at Check Out. Common Payment Methods include, but are not limited to, the following:
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Checks
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Gift Cards
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Corporate Accounts
CREATING PAYMENT METHODS:
1. Log in to the Admin Control Panel at admin.poslavu.com
2. Click Settings
FIGURE 1
3. Click Payment Methods located under the heading “Payment Settings”
4. Click Add Method
FIGURE 2
5. Enter a Name
FIGURE 3
6. Select the Type of Payment Method from the drop-down menu
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Standard - A majority of Payment Methods will fall under this type; this produces no special response from POS Lavu
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Gift Card - When selected, this option will prompt for Gift Card information (manual entry or swiping of the card itself)
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Loyalty Card - Used in conjunction with LoyalTree
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RFID
FIGURE 4
7. Select if the order will Auto-Close when the Payment Method is applied from the drop-down menu
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Auto-Close - When selected, the order will close automatically when the Payment Method is applied to an order at check out. This is the most common selection
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No Auto-Close - When selected, the order will remain open until closed manually
FIGURE 5
8. Select if the Payment Method will Prompt for additional information from the drop-down menu
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No additional info - When selected, no additional information will be required
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Prompt for additional info - When selected, a pop-up window will appear on the Check Out screen requesting additional information to use the Payment Method
FIGURE 6
9. Enter an Info Label Name that will appear as a title for the pop-up window.
FIGURE 7
10. Select the Information Type that can be entered into the pop-up window from the drop-down
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Number - When selected, the pop-up window will be a keypad and will only allow for Numbers to be entered
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Text - When selected, the pop-up window will be a Text Field and will allow for text and numbers to be entered
FIGURE 8
11. Select a User Level from the drop-down. The selected User Level and above will be able to apply this Payment Method
FIGURE 9
12. Once all Payment Methods have been created and/or edited click Save
FIGURE 10
CHECKS:
FIGURE 12 is an example of a Payment Method created for Checks
Figure 11
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The Payment Method is named Check.
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The Payment Method Type is Standard.
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The Payment Method will Auto-Close the order.
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The Payment Method will prompt for additional information.
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The Payment Method additional information label is named “Name/Check Number”.
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The Payment Method additional information type is Text.
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The Payment Method can be applied by Access Level 1 or above.
GIFT CARDS:
FIGURE 13 is an example of a Payment Method created for Gift Cards
FIGURE 12
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The Payment Method is named Example Gift Card.
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The Payment Method Type is Gift Card.
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The Payment Method will Auto-Close the order.
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The Payment Method will prompt for additional information.
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The Payment Method additional information label is named “Name/Last Four”.
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The Payment Method additional information type is Text.
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The Payment Method can be applied by Access Level 2 or above.
CORPORATE ACCOUNTS:
FIGURE 14 is an example of a Payment Method created for a Corporate Account
FIGURE 13
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The Payment Method is named Corporate 1.
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The Payment Method Type is Standard.
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The Payment Method will Auto-Close the order.
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The Payment Method will not prompt for additional information.
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The Payment Method additional information label is blank.
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The Payment Method additional information type is Number. Setting is null since no additional information is prompted.
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The Payment Method can be applied by Access Level 3 or above.
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