Custom Payment Type is used when a store wants to use Grub Hub, Uber Eats, Groupon or a similar method.
Custom Payment type doesn't take a payment actually, it just tracks and records the transactions. The payments for the store will be received through the actual company that they are using such as Uber Eats, Grub Hub or something similar.
To create a Custom Payment type, the user should go into Back Office.
Select: Setup
Select: Custom Payment Type
Select: "+" symbol
Enter name of the service, "Uber Eats" as an example
Enter a description
Also check off the boxes that apply to the users needs.
Most of the time you can just check the Merchant Receipt and Customer Receipt
Once this is done, you can find this payment type under the store settings, under the payment tab. You can fine tune the settings for this such as: No Tip Line, Allow Cash Back, Open Drawer, Prompt for Receipt and so on.
To make a payment using Custom Payment Type....
Create Order
Click Pay
Select "Uber Eats" or whatever the custom payment type is named
Adjust tip if need be, and click process.
Custom Payment Type permission
Once you have the Custom Payment Type setup, for a staff member to be able to use this, you will have to add the following permission to the Role of the staff member is logged in under.
FOH ORDER PAY OTHER
Typically managers will also need to be able to void this payment type. Add the below permission to the manager role or whatever roles the customers requests.
FOH ORDER PAY VOID OTHER
Related Articles
Custom Payment Type
Protocol for the creation and use of this feature With today's rapidly evolving restaurant industry, traditional modes of payment are being recreated allowing consumers more flexibility for accepting payments. Within Ordyx, users can set up a “custom ...
Custom Payment Type
Custom Payment Types Protocol for the creation and use of this feature With today's rapidly evolving restaurant industry, traditional modes of payment are being recreated allowing consumers more flexibility for accepting payments. Within Ordyx, ...
Menu by Order Type (Public)
Issue: You as our customer would like to have some of your menus only available for certain Order Types. (Example: A Delivery Dudes menu that is only available for the pick up order type) Solution: Follow these steps to enable this feature: Confirm ...
Delivery Charge - Tax or Tax Exempt (Public)
If the store offers delivery, you will need to decide whether or not you want to charge for delivery. If you do decide to charge for delivery, you'll need to decide whether or not that charge should be taxed or tax exempt. You can adjust the delivery ...
Custom Measurement Units
Custom units can be entered for your inventory. This can be useful when you have different vendors for the same item. One vendor might use a case of 50 single items whereas the other vendor uses a case of 5, 10 item units.