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Configuring in-store payment methods

Zoho POS allows you to create custom in-store payment methods for your business, listed in the Windows application. You can also customize the order of payment methods displayed. 

Summary

Zoho POS allows businesses to create custom in-store payment methods, which can be listed in the Windows application. Users can customize the order of payment methods displayed. To create a new in-store payment method, navigate to Sales Channels > Customization > In-Store Payments, click Add Tender Type, and fill in the required details, including display name, payment mode, deposit to ledger account, and customer information requirement. Once created, users can edit or remove payment methods by clicking the settings icon next to the payment method and selecting Mark as Inactive or Delete. The order of payment methods can be changed by clicking Change Order and dragging and dropping the payment methods to the desired position. It is worth noting that the default payment method 'Cash' cannot be reordered. Changes made to tender types will be reflected in the registers only after data is synced. Businesses can also remove a payment method by clicking the settings icon next to the payment method and selecting Delete.
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You can create various in store payments methods in Zoho POS which will be listed in the Windows application.

To create in-store payment methods

Go to Sales Channels > Customization > In-Store Payments.

Click Add Tender Type.

In the Add tender type popup, do the following:

Enter the Display Name.

Select the Payment Mode from the drop down list.You can click Add Custom Payment Modes to add different payment modes to the list.

Select the ledger account from the Deposit To drop down list.

Specify if the customer information is required for completing the sale by selecting Yes, or No.

Click Add.

Remove an in-store payment method

There are two ways in which you can remove a payment method in Zoho POS.

  • Mark as Inactive: The payment method will not be displayed in the applications. You can activate them whenever required.

  • Delete: This removes the payment method permanently.

Go to Settings > Payments > In-Store Payments.

Click the Settings icon next to the payment method and select Mark as Inactive or Delete.

Edit in-store payment method

You can modify the payment method if required by clicking the Edit button next to the appropriate tender type.

Note

Changes made to the tender type will be reflected in the registers only after the data is synced.

Change order

The order in which the payment methods are displayed in the application can be customized according to your requirements.

To change the order

Go to Settings > Payments > In-Store Payments.

Click Change Order.

Drag and drop the payment methods to the appropriate position.

Click Save.

Note

The default payment method 'Cash' cannot be reordered.

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