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Managing Payment Options in the POS

This Guide explains how to toggle the Payment options that will help you manage the Payment Options available on the POS including Cash.

Written by Kevin Cheav

Prerequisites

Before you begin, ensure the following:

  • Admin Access: You must have administrator privileges to access POS settings.

  • Open POS Register: The POS register must be active and open.

  • Franchise or Group Use: If you are part of a franchise or group using EMS, payment methods may be managed by the head office.- Linkly Cloud Credentials: Ensure you have the username and password for Linkly Cloud if your system has transitioned from POSGate.


Steps to Enable or Disable Payment Options

  1. Access Payment Settings

    • Navigate to POS Settings > Payments.

    • Select Manage Payments.
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  2. Edit Payment Methods

    • Press the Edit button to view all available payment methods.

    • Each payment method will have a toggle switch on the right-hand side.

  3. Toggle Payment Methods

    • Use the toggle to enable (on) or disable (off) each payment method according to your preferences.

  4. Reorder Payment Options

    • Drag and drop the payment methods to adjust their display order. Arrange them from the first to last in the sequence you prefer for the checkout screen.

  5. Save Changes

    • Once you’ve made your adjustments, press Save.

  6. Verify Changes

    • Open the checkout screen on your POS to confirm the changes. You should see only the enabled payment methods displayed in the specified order.


By following these steps, you can effectively manage and customize the payment options available on your POS system. This ensures a tailored checkout experience that aligns with your operational needs. ## Troubleshooting Payment Issues

Resetting Payment Integrations

For card payment failures, such as issues with the Stripe/Tyro payment option, resetting the integration can often resolve the problem. Here’s how to reset Stripe in your POS system:

  1. Open the Settings menu in your POS.

  2. Navigate to the Payment tab.

  3. Scroll to the Stripe/Tyro payment option.

  4. Tap the Reset button to refresh the integration. This process can resolve card payment failures when the "Card" option is selected.

Managing Third-Party Payment Configurations

If you need to disable specific card types, such as American Express (AMEX), the process may vary depending on your payment provider. For example, if you use a Tyro EFTPOS terminal, you will need to contact Tyro directly to disable AMEX acceptance on your terminal or account.

Additional Tips

  • Always ensure your POS system is updated to the latest version to avoid compatibility issues.

  • Keep your payment provider credentials secure and accessible for troubleshooting.

  • Contact your payment provider for advanced configurations or if the issue persists.

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