This functionality allows us to offer alternative payment options in the Bartender application, in addition to our standard set of payment methods. Custom payment methods finalize an order with a record of the payment method used. It can be used to keep records of transactions made across separate payment systems without integration, or to handle alternative tenders.
Section | Description |
Outlines step-by-step how to create a custom payment method. | |
How to apply the custom payment method to your event or revenue center | |
How to utilize Custom Payment Methods on the Billfold POS |
How to Create Custom Payment Methods
Custom Payment Methods are created at the organizer level and can be applied to events and/or Revenue Centers as needed. Anyone can use these payment methods, and they can be tracked in reporting. These payment methods do not allow tipping, though.
Log in to organizer.billfoldpos.com and navigate to Payment Methods on the left-hand menu
Select Custom Payment Methods from the drop-down menu
Select New Custom Payment Method in the top right corner and input the mandatory details
Select Create
Repeat for as many as you need
Applying Custom Payment Methods
Once you've created your payment method, please make sure it is added to the event and the Revenue Center where it will be used.
Navigate to Events via the left-hand menu of your dashboard
Filter and find the event you'd like to add the payment method to, Select Edit next to that Event
Scroll down to the Payment Methods section and locate Custom Payment Methods within Other
Select the custom payment(s) that need to be added to the event and then scroll down and select Update.
If you're editing or creating an event that has no revenue centers yet, then you're done.If your event has been operating, then you'll want to enable this payment method on the revenue centers required. Within the event, navigate to Revenue Centers
Find the Revenue Center that needs this payment method added. Select Actions and then Edit
Scroll down to the Payment Methods section and locate Custom Payment Methods within Other
Select the custom payment(s) that need to be added to the revenue center, and then scroll down and select Update.
Repeat Steps 5-8 for as many Revenue Centers as needed.
Using Custom Payment Methods
Once you've created and applied your brand new Custom Payment Methods, it is time to use them. An important note on Custom Payment Methods: these do not allow tips to be applied to the transaction at this time. These should be utilized for payments that do not require or expect a tip to be applied or should be utilized in a split payment format.
On the Point of Sale:
Input an order as normal by tapping products and modifiers and adding them to the cart
Confirm the order with the guest and select Checkout
At the payment selection screen, your standard payment options enabled will appear along with the new Custom Payment Method
If paying the entire transaction: Tap your Custom Payment Method and a screen will appear that prompts with an optional Reference and Done at the bottom.
References can be used to indicate important details such as check numbers, pre-payment references from other providers, notes, etc. These will not be displayed on the POS but will be found via the order on the dashboard.
If a reference is not required, select Done at the bottom of the screen and the transaction will be paid successfully.If splitting: Ensure the Revenue Center has Split Payments enabled via the Dashboard (Article Here).
Select Split at Checkout, enter the total value to be applied via that Custom Payment Method, Select the Custom Payment Method to be used, select Done and your POS will bring you back to the remaining balance.
Confirm the balance to be paid and then Select the Payment Method of choice to close out the balance.