How to add custom tenders to FlexiPOS
How to add custom tenders to FlexiPOS
Overview
Custom payment tenders allow you to accept alternative payment methods beyond the built-in EFTPOS, Cash and Student Card options - such as Vouchers, IOUs, gift cards, or store credit. Once configured in Settings, these tenders appear as selectable options at the POS checkout screen.
Part 1: Adding a Custom Tender in Settings
Follow these steps to create a new custom payment tender from the Settings screen.
Step 1 - Open the Settings Screen
Navigate to the Settings screen from the main menu by tapping the hamburger menu icon (☰) in the top-left corner of the app.
Step 2 - Locate the Other Tenders Section
Scroll down on the Settings page until you find the Payment section. You will see Other Tenders - with an 'Add other payment tenders' link below it
Step 3 — Tap 'Add other payment tenders'
Tap the underlined link labelled 'Add other payment tenders'. A modal dialog will appear titled Add other payment tenders.
Step 4 — Enter the Payment Method Name
In the 'Name of payment method' field, type the name of your custom tender. For example:
- Voucher
- IOU
- Gift Card
Note: The name field has a 12-character limit. A character counter is displayed below the field to help you stay within the limit.
Step 5 — Tap 'Add' to Save
Tap the green 'Add' button to save the tender. Tap 'Cancel' or the × to dismiss without saving. The new tender will now appear in the Other Tenders list with a toggle switch (enabled by default) and Edit / Remove options.
Part 2: Managing Existing Custom Tenders
Once a tender has been added, you can manage it directly from the Other Tenders section in Settings.
Enabling or Disabling a Tender
Use the toggle switch next to each tender name to enable or disable it. When disabled, the tender will not appear as an option during checkout.
Editing a Tender Name
Tap 'Edit' next to the tender name to rename it. The same 12-character limit applies.
Removing a Tender
Tap 'Remove' next to the tender name to permanently delete it. This action cannot be undone. The tender will be immediately removed from the checkout screen.
Part 3: Using Custom Tenders at Checkout
Once configured, custom tenders are available to use during a sale.
- Add items to the cart as usual.
- Tap the 'Other Tenders' button in the bottom-right of the payment panel.
- A modal will appear showing the 'Total amount to be paid' and a list of all enabled custom tenders.
- Tap the desired tender (e.g. Voucher or IOU) to apply it as the payment method.