Registers and Payment Type Setup

In order to process your first transaction, you’ll first need to set up your accepted payment types and your registers. Let’s get started:

Payment Types

A payment type is a payment option available at checkout, such as Cash, Manual EFTPOS, Account, Online, or an integrated EFTPOS provider.

Go to Settings > Payment Types.

Select Add Payment Type.

Complete:

• Name: this is the name visible at checkout.

• Type: this controls how Pointa treats the payment.

Common examples:

• Manual EFTPOS: use this when the EFTPOS payment is handled outside Pointa.

• Smartpay, Verifone, or Windcave: use these for integrated EFTPOS terminals. See the Integrations section before setting these up.

• Account: used when charging to a customer account.

• Online: used for online payments.

• Other: used for another payment method. This can require a note at checkout.

Account is used when the business allows customers to run debtor accounts in Pointa. This means a sale can be charged to the customer’s account instead of being paid in full at the time of sale.

The Global payment method option makes that payment method available on all registers by default. Integrated EFTPOS methods cannot be global, because they need to be paired to a specific register/terminal.

Select Save.

Some built-in payment types, such as Cash, Gift Card, Rewards, or Referral, may already exist and cannot be edited or deleted. See the relevant payment type, gift card, rewards, or referral sections for more information.

Registers

A register is Pointa’s version of a till or cash register. It is a virtual till used to process sales and track payments for a trading period or shift.

Most businesses only need one register, usually named something like Front Desk, Reception, or Main Register.

Go to Settings > Branches & Registers.

On the branch card, select the menu button in the top right, then select New Register. 

Enter a register name and select Save.

 After the register is created, select the blue register name.

Open the Payment Types tab and switch on the payment types that should be available on that register. Global payment methods are already available and cannot be switched off from this screen.

If you enable an integrated EFTPOS type, Pointa may prompt for pairing details, such as a Smartpay pairing code, Verifone serial number, or Windcave credentials.

For opening, closing, and cashing up registers, see the POS/Register section in the help centre.