How do I add and manage payment methods (incl. payment menus)?
Within DISH POS you can create different payment methods.
In this tutorial, we are going to show you how to add and manage payment methods, including payment menus.
Steps to create and adjust payment methods
In DISH POS, you can create different payment methods.
You can only create a payment method cash and/or invoice. For the other payment methods you need a licence and the configuration also includes other changes to the system.
To add a payment method cash and/or invoice, click + add payment method in the top right corner, if you are in the section Payment > Payment method.
- Fill in the name of the payment method
- Choose type cash and/or invoice
- Choose the currency (default set to Euro)
- Add the store configuration. Choose whether to open a cash drawer
- Choose whether to show amount of dialogue. Click save and save again at the bottom right
If you add a payment method, a Fiskaltrust reference has to be defined.
Adding a payment method to the payment method menu
You have to add a payment method to the payment menu. To do this, click payment menus under Payment in the main menu on the left. In the screen that appears, click payment methods, and you will see the current payment methods. Click on the newly created payment method on the right and drag it into the payment methods.
Adjusting a payment method
To adjust a payment method, click payment methods and then click the pencil icon next to the payment method you want to edit. This will take you to the screen to change the payment method. Make the changes and click save at the bottom right.
Deleting a payment method
Removing a payment method from the cashier screen can be done via payment menus. Click on payment methods and then the trash can icon next to the payment method in question, and click OK to confirm that you want to delete it.
You can also completely remove the payment method. To do this, go to payment methods in the menu on the left and click the trash can icon next to the payment method in question. After this, you confirm the deletion by clicking OK. Please note that the payment method will be completely deleted and cannot be restored. However, it is still available in the historical data for reporting purposes.
Keep in mind, since changes have been made, you must send them to your system by navigating to the general settings.
- Go to General
- Then navigate to the sub-category General
- From there, click on Send to transmit the changes to your system
For further details, please check out our article: How do I send changes from the Backoffice to my POS?
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