Payment method set up in Online Options

In the 3.100 release, you can add a new payment method for specific classes in our new Online Options. You can set this up online now instead of in the terminal-based CPS software. This means you don’t need to be logged onto a computer, and you only need access to the Internet and a browser.

 

You can also copy and paste the class from one payment method type to another. To see how, see below>>

To set up a new payment method

  1. Go to the Online Options site and log in as an admin or with the proper permissions.

  2. Under the Main hamburger menu select Options then Payment Method. The Payment Method screen displays.

  3. If needed, select the store to which this new payment method applies. If this payment method applies to all stores, make sure All Store displays in the Store drop-down field.

  4. Select the Add button. The entry screen displays to the right.

  1. In the Method field, enter a descriptive name for this method of payment.

  2. From the Category drop-down, select the category this method falls under.

  3. To add an image for this type of payment, select the Browse button and search for an image you have stored on your computer.

  4. Select the store(s) for which you want to enable this payment method or select the All Store checkbox.

  5. To enable this payment method for all your customer classes, select the Select All button at the bottom of the class list OR select the checkbox next to each class needed.

  6. Use the outer scroll bar if needed to select the following checkboxes:

  • Earn Loyalty Points When Using This Payment Method - to enable a customer to earn loyalty points when using this payment method.

  • Earn Prepaid Back When Using This Payment Method - to enable a customer to earn prepaid money back when using this payment method.

  • Round Cash Payment To The Nearest $0.05 - rounds a cash payment method to the nearest 5 cents (Canadian customers - only).

  1. Select Save in the bottom right corner when finished.

To copy and paste the payment method from one class type to another class type

Once you have created a payment method that you want to duplicate (see above steps for creation), do the following to copy the payment method:

  1. Still in the same screen of the Online Options (step 1 above), select a payment method from the list whose classes and attributes you want to copy.

  2. Select the Copy Setting button from the lower-right corner of the list of payment methods. The button now displays as Paste

  1. Add or select a payment method from the list that you’d like to change by pasting the selected payment - this could be a disabled payment type.

  2. Select the Paste button. A confirm pop-up displays.

  3. Select OK to confirm this paste. The attributes are copied into the selected payment type.

Tip: Select the payment method to check if everything is copied.

Shout out to Austin Walsh@fallsgolf.co