Create a Payment Method

Payment methods are the different tenders a restaurant accepts. Add new payment methods to manually track credit cards processed through an external terminal or any non-cash/credit payments.

Table of Contents

Create a Payment Method

Creating a new payment method is the first step to accepting it at the register. If you charge credit cards through an external terminal, add each card type you accept as its own payment method.

  1. Tap 'Management' and select 'Payment Methods'.
  2. Press the + button.
  3. Fill in the required information:

    Name | What the payment method is called at the register and on reporting.
    Credit Card? | Toggle on if it’s a credit card (regardless if you process credit cards through Ambur).
    Cash? | If it’s a form of cash, switch this on.
    Opens Drawer? | Set whether the cash drawer opens automatically when this method is used.
    Delete payment method | Removes the payment method from Ambur.

Permissions

Use permissions to fine tune what a group of users can access when adding or editing payment methods.

  1. Go to 'Permissions' and choose a user group.
  2. Select 'Payment Method'.
  3. Modify permissions as needed.

    Toggle whether users in the group can add or delete payment methods.

    Select ‘Hide’, ‘View’, or ‘Edit’ next to each feature.

    Hide | User Group cannot see the feature at the register.
    View | Ability to view but not change the feature.
    Edit | User group can make changes to the feature.