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Kindly Watch the video or follow the step by step guide below.
1. Log in to the POS Back end using your account.
2. On the Main Navigations, click on “General Settings”.
3. Click on “Payment Types”.
4. Click on “Payment Categories”.
5. To add a Payment Category, click on “Add Category” Button.
A new window will open.
6. Fill-out all the details
- Category Name: this is the name that will appear on the POS Front End.
- Brand: Select which brand this category will appear to. This is useful for organizations with multiple brands.
- Non-Revenue: enable this if the category and its items are not used to generate revenues. This is ideal for those who want to categorize other non-revenue items such as cutleries, bags, take-away boxes or plastic containers, hot sauces, condiments, etc.
- Is Promo: enable this for Happy Hour or other time-bound promotions.
7. Click "Submit"
8. To edit a Payment Category, click on the “Edit” icon of the specific payment category you want to update.
9. A new window will open. Update the category name.
10. Click on “Update” button to save the changes.
11. To delete a Payment Category, click on the “Delete” icon of the specific payment category you want to delete.
Note: Please seek assistance from the Support team before doing any deletion.
