Set up payment methods

Let's go through how you easily set up and manage your payment methods in BackOffice.

Overview

In BackOffice, on the Payment methods page you can see an overview of your payment methods. Here, you can easily add new payment methods, deactivate a payment method to hide it from your POS or manage settings such as receipt options or when to open the cash drawer.

Add a new payment method

1. Go to Settings and select Payment methods.
2. Click New payment method.

3. In the dialog that opens, click on the payment method that you want to enable.

4. A new dialog will appear, in which you can manage the payment method settings.

5. Save to close.

Manage settings

You can easily manage the settings for a payment method.

Do this:

1. Click on the payment method.
2. This will open the settings dialog where you can edit your settings.
3. Save your changes.

Delete or deactivate a payment method

Deactivate - hide from POS

You can easily hide a payment from your POS by unchecking the box in the Active column. This will hide the paymemnt method from all cash registers in the selected cost center(s).

Delete payment method

1. Click the three dot menu (kebab menu) on a specific payment method.
2. In the menu that opens, click Delete.
3. Confirm your action in the dialog that opens.

Cannot delete cash or card

Note that cash and card cannot be deleted, but deactivated.

Available payment methods

Payment method	Explanation
Cash	Always available and simple to set up
Card	Needs to be completed from POS by choosing payment terminal
Open payment method	Optional usage, i.e. for coupons with various amounts
Open payment method - fixed amount	Optional usage, i.e. for coupons with fixed amounts
Vouchers	A specific license is required, learn more here
Invoice	Various options available, learn more here
Swish	Choose between Swish privat, Swish Företag and Swish Handel. Only available in Sweden, see instructions when activating
Vipps	Only available in Norway, see instruction when activating

Payment method settings

Setting	Explanation	Available for
Active in cash register	Enable to show the payment method in your POS	All
Cost center	Only selected cost centers will support the payment method	All
External ID	Optional usage, i.e. for external integrations	All
Receipt options*	Support one or multiple receipt options (printed & email)	All
Custom name	Use to distinguish between different payment methods	Swish / Open payment methods
Skip confirm dialog	Immediately confirms payment	Cash / Open payment methods / Vouchers
Open cash drawer	Opens the cash drawer upon sale	Cash / Open payment methods / Vouchers

*Receipt options

If you always want to print a receipt - choose Physical receipt only.

Changing order of payment buttons in POS

To change in what order your payment methods are shown in your cash register, follow these steps:

1. Sign in to your cash register.
2. Hold down and drag a payment method to desired position.
3. Drop the button and it will save automatically.