Section 5.2: Payment Methods

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:

• Checks

• Gift Cards

• Corporate Accounts

 

CREATING PAYMENT METHODS:

 

1. Log in to the Admin Control Panel at cp.poslavu.com.

2. Click Settings > Payment.

3. Click Payment Methods located under the heading “Payment Settings”.

4. Click Add Method.

5. Enter a Name

6. Select the Type of Payment Method from the drop-down menu

• Standard - A majority of Payment Methods will fall under this type; this produces no special response from POS Lavu

• Evo Snap Hosted - Coming Soon

• Gift Card - When selected, this option will prompt for Gift Card information (manual entry or swiping of the card itself)

• Loyalty Card - Used in conjunction with LoyalTree

• RFID

7. Select if the order will Auto-Close when the Payment Method is applied from the drop-down menu

• 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

• No Auto-Close - When selected, the order will remain open until closed manually

8. Select if the Payment Method will Prompt for additional information from the drop-down menu

• No additional info - When selected, no additional information will be required

• 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

9. Enter an Info Label Name that will appear as a title for the pop-up window.

10. Select the Information Type that can be entered into the pop-up window from the drop-down

• Number - When selected, the pop-up window will be a keypad and will only allow for Numbers to be entered

• Text - When selected, the pop-up window will be a Text Field and will allow for text and numbers to be entered

11. Select a User Level from the drop-down. The selected User Level and above will be able to apply this Payment Method

14. Once all Payment Methods have been created and/or edited click Save

CHECKS:

FIGURE 13 is an example of a Payment Method created for Checks

• The Payment Method is named Check.

• The Payment Method Type is Standard.

• The Payment Method will Auto-Close the order.

• The Payment Method will prompt for additional information.

• The Payment Method additional information label is named “Name/Check Number”.

• The Payment Method additional information type is Text.

• The Payment Method can be applied by Access Level 1 or above.

• Rounding is in effect.
• This payment method will be shown on the POS App.
  
  

GIFT CARDS:

FIGURE 14 is an example of a Payment Method created for Gift Cards

• The Payment Method is named Example Gift Card.

• The Payment Method Type is Gift Card.

• The Payment Method will Auto-Close the order.

• The Payment Method will prompt for additional information.

• The Payment Method additional information label is named “Name/Last Four”.

• The Payment Method additional information type is Text.

• The Payment Method can be applied by Access Level 2 or above.

• Rounding is in effect.
• This payment method will be shown on the POS App.

 

CORPORATE ACCOUNTS:

FIGURE 15 is an example of a Payment Method created for a Corporate Account

• The Payment Method is named Corporate 1.

• The Payment Method Type is Standard.

• The Payment Method will Auto-Close the order.

• The Payment Method will not prompt for additional information.

• The Payment Method additional information label is blank.

• The Payment Method additional information type is Number. Setting is null since no additional information is prompted.

• The Payment Method can be applied by Access Level 3 or above.

• Rounding is in effect.
• This payment method will be shown on the POS App.