Open Payment Methods, create or update the payment option, save it, then confirm the method appears correctly inside Point of Sales.
Before you start
- Know whether you are creating a brand-new method or editing an existing one.
- Keep the display name and operational purpose clear before saving.
- Be ready to test the method in POS after the setup change.
Step-by-step guide
- Open Payment Methods and review the current list before changing anything.
- Add the new method or update the existing one with the correct name and behavior.
- Save the payment method and confirm it appears correctly in the master list.
- Open Point of Sales and verify the method is usable in the payment selection step.
How to confirm it worked
- The payment method appears with the intended name in the settings list.
- POS can display or use the method correctly.
- Staff can identify when the method should be used.
Common mistakes
- Creating duplicate payment methods with similar names.
- Editing a live payment method without testing POS afterward.
- Using unclear labels that confuse cashiers during checkout.
Do this in Cellivo
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More answers
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