Add External Payment Methods

  • Updated

In enforePOS, you can add external payment methods, such as Sodexo or PayPal, to the configurations of your order taking modules, allowing you to offer multiple payment methods to your customers. 

If you work with an external card payment terminal, you can use the external payment methods to display the manual card payment. For this purpose, you create credit and debit card payment as external payment methods.

As soon as your customer pays with an external payment methods, you can reference and document this payment with the respective external payment methods. You can then view and export these reference transactions in your accounting under Sales > Sales history

You can also use advanced external Payment Methods to connect custom workflow integrations for external customer accounts, for example. Through the connection, payments and settlements are no longer made in enforePOS, but externally. For example, you still have access to an external customer account such as Payback and its credit within enforePOS.

With the extended external payment methods, no reference transactions are stored in enforePOS, i.e. you cannot view the external settlements under Sales > Sales history. enforePOS only enables the connection to this external payment method.

Create External Payment Methods

To create an external payment method, follow these steps:

  1. Open Business Account > Configurations in the POS menu.
  2. Switch to the External Payments overview.
  3. Tap on [+ Add External Payment Method].
    1_EN.png⮕ The Add External Payment Methods window opens.
  4. Choose here what kind of payment method you want to add:
    • Payment : An external payment method (e.g. Sodexo or PayPal) recorded in enforePOS

      During payment, no transaction takes place. Only a reference is set. The payment method used will be displayed on the receipt.

    • Invoicing : An external invoicing method (e.g. To the room). To learn how to create an external invoicing method, see the How-To Add External Invoicing.
  5. If you want to create an external payment method, select [Payment].
    2_EN.png⮕ The External Payment Method window opens.
  6. Name: Enter the name of the external payment method in the first field. 
  7. External Identifier: Optionally add the external ID.
  8. Supports Payment: Choose whether you want the external payment method to support payments.
  9. Supports Payout: Choose whether you want the external payment method to support payouts.
  10. Account type: Select the account type: 
    • Liability: The amount to be paid is deducted from a previously established credit balance. By establishing the credit, the customer becomes liable to those who deposited it. The external payment reduces this liability.
    • Accounts Receivable: In this case, the external payment creates a receivable from someone. An example of this are meal vouchers. A company gives its staff members vouchers that they use to pay for meals at a restaurant that accepts those vouchers. The restaurant then has a receivable from the issuing company, which the company must pay within agreed-upon time periods.
    • Money: These are all external payment methods for which neither of the other two types (Liability or Accounts Receivable) apply. In this case, the amount paid will be automatically (not necessarily immediately) credited to the customer's account. These include external card payments, i.e. card payments with devices that are not supported by enforePOS.
  11. Requires External Reference: Choose whether you want to request an external reference when paying with the external payment method.

    Optionally add an image by tapping on the icon in the upper left corner. 
    Then select an image. 
    Save the image by tapping on NavbarCheckmark-15.png.

  12. To save your settings, tap on NavbarCheckmark-15.png.
    3_EN.png⮕ You have successfully created an external payment method.

Add External Payment Methods to the Order Taking Module

In order for your external payment methods to appear in the payment process of your order taking module, you must first create a link between the external payment methods and your respective order taking module. To do this, follow these steps:

  1. Open Business Account > Configurations in the POS menu.
  2. Select the order taking module to which you want to add the external payment methods. In our example we choose Over the Counter.
  3. Switch to the Payment tab.
  4. Tap on Edit.svg.
    4_EN.png⮕ The Payment & Invoicing window opens. In this window you will see the active, built-in and external payment methods.
  5. If you want to add an external payment method to the order taking module, remove a payment method, or change the order of active payment methods, watch the video below.
    5_EN.gif⮕ You have successfully added the external payment method to the active payment methods of the order taking module. Now, you can select this payment method in the cash register.
  6. Once you have placed all the integrated payment methods as desired, tap on NavbarCheckmark-15.png.
    7_EN.png⮕ You have successfully changed the order of the external payment methods of your order taking module.

Learn more...

Share this article

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request