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 suits the business when giving change.

    • Not allowed: Does not allow giving change.
    • Convert to tip: Automatically converts change to a tip.
    • Convert to tip with confirmation: Converts change to a tip after confirmation.
    • As a cash-out in cash: Returns change in cash.
    • As a cash in with the chosen payment method: The change becomes a cash in with the chosen payment method.
    • Gift card: Change is converted into a gift card, whether new or reloading an existing one.
    • inTOUCH: Change becomes balance in inTOUCH.
    • Ask: This list appears for selection at each transaction to choose what is relevant.

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: Gourmet Check. In this method, it will not be possible to give change, open the cash drawer, or require a final cash fund. 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 Gourmet Check you created.