Set Up Payment Methods & Rounding

Why Configure Payment Methods?

• Faster Checkout: One tap on a button is faster than manually typing "External Payment" every time.
• Automated Reconciliation: At the end of the day, the system tells you exactly how much Cash vs. Card you should have, making closing shifts effortless.
• Smart Rounding: Automatically round grand totals (e.g., $10.03 becomes $10.00) to keep your cash handling simple and customer-friendly.

Add Custom Payment Methods

Define non-integrated payment options like Cash, Bank Transfer, or External Terminals.

1. Go to Sales Channel > Point of Sale.

2. Click the Payment Methods card.

3. Under "Custom Payment Methods", click Manage custom payment methods.

4. Click + Add Payment Method.

5. Configure the details in the popup:

• Payment method name: Enter the name (e.g., "Cash", "QRIS").
• Mandatory payment reference: Toggle ON if you require staff to enter a transaction ID (useful for Bank Transfers).
• Enable for Refunds: Toggle ON if this method can be used to return money to customers.
• Coin Rounding: Toggle ON specifically for Cash payments if your country stops using small coins.

6. Configure Rounding Rules:

• Coin increment: Select the smallest currency unit (e.g., 5 or 10).
• Rounding direction: Choose Nearest, Up, or Down.

7. Click Add (or Update).

Enable Cash Drawer Management

Track the cash flow (opening amount vs. closing amount) for each shift.

1. Scroll to the bottom section "Cash Drawer Management".
2. Toggle the switch to Enabled.
3. A confirmation popup will appear with an optional setting:

• Enable Float Adjustment: Toggle this ON if you want the system to automatically reset the cash balance to a fixed deposit amount whenever the drawer is closed.
• Float Amount: If enabled, enter the default fixed cash amount to be left in the drawer.
• Set by location: You can also define specific float amounts for different store locations (e.g., VINZ1 vs VINZ2) by expanding this section.

4. Click Enable to finish setup.