Configure Payment Methods
Before recording retail sales, you must configure payment methods. These methods define how customers pay at checkout and how payments are recorded in accounting.
Create a Payment Method
To create a payment method:
- Go to Settings in the top right corner.
- Click Payment Methods under Retail.
- Click + New.
In the Add Payment Method screen, enter the following details.
- Enter a name that will be shown to cashiers during checkout. Examples: Cash, UPI, Credit Card, Paytm
- Choose how payments using this method are handled at checkout.
Manual
Use this option when payments are collected offline and recorded manually.
How it works:
- Cashier selects the payment method
- Enter the amount received
- Completes the sale manually
Recommended for:
- Cash
- External terminals
- Offline payments
Integrated Terminal
Use this option to collect payments through a connected terminal.
How it works:
- POS sends the transaction amount to the terminal
- Customer completes payment on the device
- Status is synced back automatically
Insight: Integrated terminals reduce checkout time and manual errors.
Dynamic QR Code
Use this option to accept QR-based instant payments.
How it works:
- A unique QR code is generated for the transaction
- Customer scans and pays using a UPI or wallet app
- Payment confirmation is received instantly
Accounting Mapping
Payment Type
Select the category of payment for reporting purposes.
Examples:
- Cash
- Card
- UPI
- Bank Remittance
Deposit To
Select the account where the collected amount should be recorded.
Common accounts:
- Petty Cash
- Undeposited Funds
- Bank Account
- Clearing Account
Warning: Incorrect deposit account selection can lead to reconciliation mismatches.
*After entering all required details. Click Save
The payment method becomes available for assignment to registers.
Edit or Disable Payment Methods
To edit or disable a payment method:
- Go to Settings in the top right corner.
- Click Payment Methods under Retail.
- Click the payment method name.
- Update the required fields or change the status.
- Click Save.
Note: Disabled payment methods will no longer appear during checkout but remain available in reports.
- Use clear display names for faster billing
- Separate cash and non-cash payment methods
- Map cash payments to cash accounts
- Review payment methods periodically for accuracy