Zuriey POS, Online POS Adding & Editing Payment Method or Pay Via options (Custom payments) | Zuriey POS

Mr Zuriey LLC 5 months ago

Adding & Editing Payment Method or Pay Via options (Custom payments)

Payment Methods in Zuriey POS

In Zuriey POS, managing payment methods is essential for facilitating transactions and ensuring a smooth checkout process. You can add, edit, enable, or disable various payment options according to your business needs.

Adding and Editing Payment Methods

  1. Access Payment Methods:
    • In the relevant screen (such as during a sale or in business settings), you will see options for “Pay Method” or “Pay Via.” These options are also available in the POS “Multiple Pay” popup.
  2. Add or Edit Payment Options:
    • You can create new payment methods or edit existing ones directly from the payment methods section.

Enabling/Disabling Payment Methods by Business Location

  1. Navigate to Business Locations:
    • Go to Settings -> Business Settings -> Business Locations.
  2. Edit Location Settings:
    • In the Add/Edit Business Location screen, you will find a list of all available payment methods.
    • Enable or disable specific payment methods by checking or unchecking the corresponding options.
  3. Set Default Accounts for Payment Methods:
    • For detailed instructions on setting default payment accounts, refer to the documentation provided here

Editing Custom Payment Labels

  1. Access Custom Labels:
    • Go to Settings -> Business Settings -> Custom Label.
  2. Edit Labels for Custom Payments:
    • Under Labels for Custom Payments, you can change the default labels (e.g., “Custom Payment 1”) to something more descriptive.
    • For example, if you want to rename “Custom Payment 1” to “RazorPay,” you would set it as follows:

Using Custom Payments in POS

  • While making a sale in the POS screen, click on the Multiple Pay button.
  • Select the required custom payment method from the payment method field.

By effectively managing payment methods in Zuriey POS, you can enhance your transaction processes and provide a better experience for your customers!


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