Payments Setup - Knowledge Base | ConnectPOS - Magento 2 POS

Payments Setup

ConnectPOS will create ‘cash’ payment type as default. For all other payment methods, you can set up the payment type in Payments area in POS Settings. This is also where you can view, edit and manage all your payment types.

Note: Only enabled payment types will appear on the Checkout screen.

Payments Setup

 

Payment Types

There are two different types of payments in ConnectPOS. Integrated and non-integrated payments.

1. Integrated card payments:

Integrated payments are when ConnectPOS automatically pushes the sale total to the card terminal and receives an approval or decline response back to close the sale.

For the time being, ConnectPOS supports Tyro only, but we are working to support the following payments soon:

  • Vantiv Integrated Payments (for Mac, Windows or iPad Register App)
  • Paypal Here (for ConnectPOS on iPad)
  • Square (for ConnectPOS on iPad)
  • iZettle (for ConnectPOS on iPad)
  • Non-integrated/Manual card payments:

If you do not want to use any of the above payment types, you can use a non-integrated card payment.

2. Non-integrated card payments:
Non-integrated card payments require you to type the payment amount into the card terminal and confirm in ConnectPOS that the payment is accepted to close the sale.

Using ConnectPOS, you can use any credit card/EFTPOS card payment terminal as a non-integrated stand-alone terminal. To use this, you need to create a button for the payment type (the detailed instruction is provided below). ConnectPOS provides up to 20 buttons for you to customize the payment type.

Tip: You can create more than one payment button for each payment type, for example, Credit Card – Visa, Credit Card – AMEX, Credit Card – Mastercard.

The button for this payment type will appear on the Checkout screen the next time you process a sale. You will need to separately set up your card payment terminal using the directions that came with the terminal.

When taking payment, you can process the payment using the terminal and hit the corresponding payment button in ConnectPOS.

Create a new payment type

To create a new payment type:

  1. From the sidebar menu of your Sell Screen, go to Settings > POS Settings > Payments
  2. Click New Payment
  3. Enter the name of the payment type and enable it
  4. Turn on “Allow amount tendered” if you want to enable Split Tenders using this payment type
  5. Click Save
  6. The button for this payment type will appear on the Checkout screen the next time you process a sale.

Payments Setup

Edit a new payment type

You can edit the name of the payment type directly by entering a new name into the field Name, then click Save at the bottom of the area.

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