Setting up Your Payment Tender Screen
While the front register tender screen is easy to use (hit Pay button, enter amount, select tender type, press OK), there are a few steps required to set up payments in MicroBiz.
Step One: Set Up Payment Methods Available for Your Registers
To set up your Register Payment Methods, go to Settings >> Sales >> Register Payment Methods. This screen controls the menu of payment options available when you set up or manage a front register. To add a new payment option, click on the '+ Add New' button at the top right of the screen. You can archive a payment method using the archive icon on each line. Archived payments will not appear as options when you set up your registers.
Once you have filled out the two required fields (Payment Name and Payment Display Name), click on the "Save" button.
Step Two: Set Up Which Payment Options Appear on Each Register
In MicroBiz, different registers can have different payment options. As a result, payment options for each register need to be set up separately. To set up the payment options that will be shown on an individual register when ringing up a sale, go to Settings >> Company/Stores >> Registers. You will see a list of check boxes showing all the payment methods set up during Step One above. You may enable or disable any of the payment types. For example, you can disable a specific payment method, such as 'Check', on your mobile traveling register while still accepting this type of payment in your main store.
After selecting your payment options for this register, hit 'Save' and move onto the next register. If you want to add a new payment option, you will need to go back and do this from Register Payment Methods screen discussed in Step One. Remember that you will need to change all of the registers individually if you add a new payment.
Step Three: Set Up Which Payment Card Types Appear on the Tender Screen
MicroBiz requires you to select a Payment Card Type (MasterCard, Visa, Amex, etc). when you ring up a sale using a non-integrated payments set-up. This done from the front register when the customer presents a payment card during the check out process (see below).
This setting works across all registers at your company. To set up your Payment Card Types, go to Settings >> Sales >> Payment Card Types. This screen controls the menu of payment card types options available when you ring up a sale. To add a new card payment option, click on the "+ Add New" button at the top right of the screen. You can archive a payment card type by using the archive icon on each line. Archived payment card types will not appear as options when you ring up a sale.