Setting Payment Options while Onboarding

Payment options (or Tenders) are methods of closing out transactions in your POS. Each integrated ordering platform should have its own payment option programmed in your POS.

In this step, you will indicate what specific payment option should be used to close out transactions by ordering platform. The payment options listed are being pulled directly from your POS.

Read More on Payment option Set Up

Note: Some POSs do not support custom payment options. If you are using one of these POSs, no action needs to be taken here.

If you don’t see your payment options when performing this step, you must add the payment options first, publish the changes (if the POS requires to do so), select the ‘Sync with POS’ on the left hand side of the Onboarding Portal window, and then continue completing this step.

The steps below show how to set payment options and include tips with orders.