Managing Payment Options in the POS

Managing Payment Options in the POS

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.

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.
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  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.

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