Add External Payment Methods

  • Updated

This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.

In enforePOS, you have the option of creating and adding external payment methods, such as Hamburg Card, Sodexo or PayPal, in order to flexibly offer your customers several payment methods. 

If you work with an external card payment terminal, you can use 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 method, you can reference and document this payment with the respective external payment method. You can then view and export these reference transactions in your accounting under History

You can also use extended 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 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. In the POS menu, open More > [Name of your cash register] at the top right > Payment.
  2. Tap on Edit.svg in the Payment Methods section.Capture d’écran 2024-03-19 à 16.05.42.png ⮕ The Payment & Invoicing window opens.
  3. Tap on [+ Add External Payment Method].
    Capture d’écran 2024-03-19 à 16.09.18.png⮕ The Add External Payment Method 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. 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]. Capture d’écran 2024-03-19 à 16.36.14.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 an agreed-upon time period.
    • 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. Capture d’écran 2024-03-19 à 16.48.53.png⮕ You have successfully created an external payment method.Capture d’écran 2024-03-19 à 16.53.59.png

Add External Payment Methods

To select your external payment methods in the payment process, you must first add them to the active payment methods. To do this, follow these steps:

  1. In the POS menu, open More > [Name of your cash register] at the top right > Payment.
  2. Tap on Edit.svg in the Payment Methods section.
  3. Capture d’écran 2024-03-19 à 16.05.42.png
  4. ⮕ The Payment & Invoicing window opens. In this window you will see the active, built-in and external payment methods.
  5. If you would like to add an external payment method, remove a payment method or change the order of the active payment methods, watch the following video recording.
    5_EN.gif⮕ You have successfully added the external payment method to the active payment methods. Now, you can select this payment method in the cash register.
  6. Once you have positioned all the active payment methods as desired, tap on NavbarCheckmark-15.png. 7_EN.png⮕ You have successfully changed the order of the external payment methods.

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