Payment methods are the means you will use in Revo XEF to close (collect payment for) an order.

Note: Cash, card, and canceled are enabled by default and cannot be deleted. The "canceled" method is used to close orders when a customer has left without paying. They can be edited using the button.

1. Access the back-office.

2. Select Configuration / PAYMENT METHODS.

3. Click on +New.

4. You will see the following screen to fill out:

• Active: Check this option to make this payment method visible in the app.

• Name: Enter the name.

• Open cash drawer: Check this option to open the cash drawer when closing an order.

  To make the cash drawer opening option work, it is essential to connect the RJ11 cable coming from the cash drawer to the selected cash register printer in cashiers.

• Requires final cash fund: Check this option to require a final cash fund when closing the shift.

• Change Management: Select from the list the option that best fits the business when giving change.

  • Not allowed: Does not allow giving change. A message will appear during payment indicating that it is not allowed.
    Can be used in the case of the Cancelled payment method or if we do not want to accept tips in our establishment.

  • Convert to tip: Automatically converts change to a tip.
    For example, if activated in the Cash payment method, any amount exceeding the bill will be considered a tip.

  • Convert to tip with confirmation: Converts change to a tip after confirmation.
    If using the previous example, it would perform the same action, but a message would pop up beforehand asking if we want to add it as a tip.

    
    
    

  • As cash register cash-out: Indicates the change to be returned, then we must perform a cash-out.
    For example, when paid in cash, and we want to add the tip to the tip jar rather than leaving it in the cash drawer.

  • As cash register entry in the chosen payment method: The change becomes a cash register entry with the payment method used when closing the order.
    For example, if paid with a meal voucher that cannot provide change, any amount exceeding the bill will be recorded as a cash register entry with the Meal Voucher payment method. This payment method must be created beforehand.

  • Gift card: The change is converted into a gift card, either by printing a new card or reloading an existing one.

  • InTOUCH: A window opens to scan InTOUCH points. This option is deprecated.

  • Ask: At each transaction where we add a tip, the previous options will appear for us to choose from.

    
    
    

• Type: We can select the type of payment method from the dropdown menu.

  • Cash: Transaction using cash, which will create a simplified or nominal invoice.
  • Card: Transaction using a card, which will create a simplified or nominal invoice.
  • Cancelled: Payment method intended to indicate that the order is cancelled, which will create a simplified invoice. For example, if customers leave without paying.
  • Gift Card: Transaction using a gift card. A window will open where we will need to indicate or scan the card, and this will generate a simplified or nominal invoice.
  • Community: Transaction using a card or code. A window will open where we will need to indicate or scan the card, and this will generate a simplified or nominal invoice.
  • 100% Discount: Transaction using a 100% discount. It will ask us to select a discount that we have previously created at 100%, then a window will appear for the customer to sign. Finally, it will generate a delivery note.
  • 100% Accounting Discount: Transaction using a 100% discount. It will ask us to select a discount that we have previously created at 100%, then a window will appear for the customer to sign. Finally, it will generate a simplified or nominal invoice.
  • Room Charge: Transaction using a room charge, which will create a delivery note.
  • Offline Room Charge: Transaction using a room charge where it will ask us for the room number and the customer's signature, and finally it will create a delivery note.
  • Revo FLOW: When a prepayment comes in from the Revo FLOW app.
  • Revo XPress: Transaction using XPress, which will create a simplified or nominal invoice.
  • Room Charge : Depending on the PMS we have integrated, we will need to choose the type to correctly generate the payment and the corresponding delivery note.
  • Revo SOLO: Payments received from Revo SOLO will use this typology. This will generate a simplified invoice.
  • Prodelfi: If we use the Prodelfi integration, we must choose this type to manage payments correctly.

5. Click Save to confirm the changes.

IMPORTANT: Starting from version 2.0, it is possible when closing an order with a card to specify the type of card (Visa, MasterCard, Amex, etc.) used for payment. More information on how to configure it here.

PRACTICAL EXAMPLE

Let's create a new payment method: Delivery Note. In the case where change cannot be given, nor can the cash drawer be opened, nor a final cash fund required, and the type will be hotel charge, as it is the one that creates delivery notes. To do this:

1. Access the back-office.

2. Select Configuration / PAYMENT METHODS.

3. Click on +New.

4. Fill in the information as shown in the image:

5. Click on Save to confirm the changes.

6. Once in the app, create the order, click on the coins to access the payment screen, and then on Other payment methods and select the Delivery Note you created.