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Payment Methods Tutorial

This guide explains how to configure and manage different payment options for your branch, from manual cash to integrated card terminals and QR codes.

1. Navigating to Payment Methods

  1. Log in to your Admin account.
  2. Select the specific Branch you want to configure from the top branch selector.
  3. On the sidebar menu, click on Settings and then Payment Methods.
  4. You will see a dashboard listing all currently active and inactive payment options for the selected branch.

2. Adding a New Payment Method

  1. Click the + Add Method button in the top right corner.
  2. In the new method block, configure the following:
    • Method Type: Select CASH, CARD, or QR.
    • Provider Name: Enter a recognizable name (e.g., "BCA EDC", "GoPay QRIS", or simply "Cash Drawer").
    • Integration Type:
      • MANUAL: The cashier manually confirms the payment was received.
      • API / LAN: The POS communicates directly with the terminal or payment gateway.
  3. Configure Advanced Parameters (Configs):
    • If using API or LAN integrations, click + Add Parameter to input required credentials.
    • For example, you might add a key like edc_ip with your terminal's IP address, or static_qris_url for a static QR code display.
  4. Click the Save (Disk icon) button to store your configuration.

3. Editing or Disabling Payment Methods

  1. Find the payment method you want to edit.
  2. You can freely change the provider name or integration type. Remember to click Save after making changes.
  3. To temporarily stop accepting a payment method, click the Active/Disabled toggle (check/X icon). Disabled methods will not appear on the cashier checkout screen.
  4. To permanently remove a method, click the Delete (Trash bin icon).