Printed from https://zeropos.shop/help/payment-methods
Add a payment method
Create and order the payment methods the till offers, send each one to an account and record card fees. Each region keeps its own list.
Owners can change what each role may do.
Sellers see this list at the till when they take a payment. You decide what appears and in what order, which account each method's money lands in, and what the card company keeps.
Before you start
- Your shop runs Expert accounting. In Simple mode the till offers a fixed list and this screen doesn't open (Simple or Expert accounting).
- To send the money to an account, create the account first (Cash and bank accounts (Expert)), or tap + New inside the form.
Steps
Add a method
- Step 1
- Step 2
Check Region at the top: each region has its own methods.
- Step 3
Tap Add payment method.
- Step 4
Type the Label sellers will see, for example Revolut. The Key fills itself in.
- Step 5
Pick the Ledger the money lands in, or leave — No ledger — for now.
- Step 6
Under Processor fee, type what the card company keeps: Fee %, Fee fixed, or both.
- Leave both empty for cash or any method without a fee.
- Step 7
Tap Save.
Order the list and pick the default
- Step 8
Use the arrows (Move up, Move down) to set the order sellers see.
- Step 9
Untick Enabled to hide a method at the till without losing its history.
- Step 10
Tap Set in the Default column to preselect that method when a new sale opens.
What happens next
- The method shows at the till straight away, in the order you set.
- Each payment taken this way adds to its account's balance. A method with no account still takes the money, but it stays out of the account balances until you attach one.
- With a fee set, every payment also records the fee against the same account, so its balance matches what really reached you. The total shows as Processor fees on the Read the Accounting overview.
- A refund gives back the percentage part of the fee; the fixed part stays with the card company.
How card fees are worked out
The fee is the percentage of the payment plus the fixed amount. A Fee % of 2 on a sale of 200 records a separate −4 on the same account.
Fees are recorded only when the method has a Ledger. Your sales figures still show the full amount the customer paid.
Questions
Why can't I delete a method?
I can't find Payment methods.
Where are store credit and gift cards?
If you see this…
On screen
This method was used on an invoice in the last 30 days. Disable it instead to stop it showing on the POS while preserving history.
What to do
Untick Enabled for that method instead of deleting it.
On screen
That key is already used by another method in this region.
What to do
Change the Key to one this region doesn't use yet, for example revolut2.
On screen
Set ledger in red in the Ledger column
What to do
Tap Edit (the pencil) on that row and pick a Ledger. Until then its payments stay out of your account balances.
Good to know
- Name a method the way sellers say it at the counter: the Label is exactly what the till shows.