The payment method section is where you get to determine which payment option you want to show while processing transactions.
First, let's review default payment methods.
1. Log in to Salesvu.com
2. Click on "V" icon at the top of left menu and go to "Location Settings"
3. By default, it will open the "Payment Methods" tab, make sure to select the location on a dropdown at the left top.
4. The payment options on your account can be turned on or off by toggling the switch button below the different types of payments as below.
5. You can choose where they appear by checking the box "Point of Sales", "Customer Kiosk", or "Customer Display" and it will be automatically saved.
Note:
- If you accept a gift card payment in your business, the "Gift Card" payment must be turned on.
- If you use a payment processor that is not compatible with SalesVu, you can enable the "External Credit Card" method and process payments accordingly or add a custom payment option as below:
To create custom payment methods:
1. This can be done by clicking on the "Other Payment Methods" button at the top right
2. Click "Add New Payment Method" on a popup screen
3. On this popup screen, you can view active and inactive payment methods. These payment methods can be edited on the same screen as well.
You can access "Settings' of the payment methods in the top right corner
Note: Once you make any changes, please sync your app: Open the SalesVu app > go to "Settings" (gear icon) on the right top > tap on "Sync with SalesVu.com".