Tenders (Payment Methods)

Tenders define the payment methods available at the POS Terminal. Each tender represents a way that a customer can pay for their purchase. The system comes with common tender types preconfigured, and you can add or modify them to match your business needs.

Tender Properties

Each tender has the following properties:

• Code: A short, unique identifier used internally (e.g., CASH, CARD, CHECK). This code cannot be changed after creation.
• Name: The display name shown on the POS Terminal payment screen (e.g., "Cash", "Credit/Debit Card", "Check").
• Type: The category of payment method. Used for reporting and behavior grouping.
• Sort Order: Controls the display order on the POS Terminal payment screen. Lower numbers appear first. Set your most-used tender types to the lowest sort order values.
• Opens Drawer: When enabled, completing a payment with this tender triggers the cash drawer to open automatically. Typically enabled for cash and check payments, and disabled for card payments.
• Requires Reference: When enabled, the cashier must enter a reference number before the payment is accepted. This is useful for check numbers, authorization codes, or gift card numbers.
• Active: Only active tenders appear on the POS Terminal. Deactivate a tender to remove it from the payment screen without deleting it.

Managing Tenders

Navigate to HQ Manager > Tenders to see the list of configured payment methods.

Creating a Tender

Click "Add Tender" and fill in all the fields described above. Click "Save" to create the tender. It will be synced to all stores and appear on the POS Terminal payment screen.

Editing a Tender

Click on any tender to open its detail page. You can change the name, sort order, drawer behavior, and reference requirement. Changes sync to all stores on the next sync cycle.

Deactivating a Tender

If you no longer accept a payment method, click "Deactivate" rather than deleting it. Deactivated tenders no longer appear at the POS Terminal but remain in historical transaction data. You can reactivate a tender at any time.

Common Configurations

Here are typical tender configurations:

Code	Name	Opens Drawer	Requires Reference
CASH	Cash	Yes	No
CARD	Credit/Debit Card	No	No
CHECK	Check	Yes	Yes (check number)

How Tenders Work at the POS

When a cashier taps "Pay" at the POS Terminal, the payment screen shows all active tenders in sort order. The cashier selects a tender and enters the payment amount. If the tender requires a reference, a dialog prompts for the reference number. If the tender opens the drawer, the drawer mechanism fires after the payment is recorded.

Split payments are supported: the cashier can apply multiple tenders to a single sale (for example, partial cash and partial card).

Permissions

Permission	Description
tenders.view	View the tender list
tenders.manage	Create, edit, and deactivate tenders