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.

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FIGURE 1
 

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

4. Click Add Method.

step_3.png
FIGURE 2
 

5. Enter a Name

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FIGURE 3
 

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

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FIGURE 4
 

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

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FIGURE 5
 

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

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FIGURE 6
 

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

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FIGURE 7
 

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

Screen_Shot_2019-12-02_at_2.32.26_PM.png
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

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FIGURE 9
12. Turn rounding on or off on the payment method with the Disable Rounding drop-down.
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FIGURE 10
13. You can choose to hide this payment method on the POS App, or show it, if you have hidden it in the past.
Screen_Shot_2019-12-02_at_2.39.15_PM.png
FIGURE 11
 

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

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FIGURE 12
 
In order for the changes to take effect in the Lavu POS App be sure to Reload Settings on all devices.

CHECKS:

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

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FIGURE 13
 
  • 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

Screen_Shot_2019-12-02_at_3.06.32_PM.png
FIGURE 14
 
  • 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

Screen_Shot_2019-12-02_at_3.07.40_PM.png
FIGURE 15
 
  • 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.

 

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