Payment Types: Payment Methods for Guests

A payment type defines one specific way a guest can pay at checkout. Online methods rely on a payment system you created earlier.

How “Тип оплати” differs from “Аліас”

The payment types list has two columns that are easy to confuse. Both labels are given in Ukrainian, as in this article’s screenshot; in your panel they may differ.

• “Тип оплати”, the payment type. A value from the platform’s standard list. The panel shows “Готівка” (cash), “Карткою кур’єру” (card to the courier), “Картка” (card) and “Бонуси” (loyalty points).
• “Аліас”, the alias. Your own internal name for this particular record.

Several records can share the same “Тип оплати” and differ by “Аліас”. For example, four records with the type “Картка” and the aliases “Way For Pay”, “Raiff”, “StripeSplit” and “Кіоск – Термінал” are four different ways to pay by card through different payment systems.

Payment type fields

• “Платіжна система”, the payment system. The payment system this payment type runs on.
• “Тип оплати”, the payment type. A value from the platform’s standard list.
• “Аліас”, the alias. The internal name of the record.
• “Видимий для клієнтів”, visible to customers. Whether the guest sees this method at checkout.
• “Активний?”, active. Whether the record is available for selection.
• “Передплата?”, prepayment. When the switch is on, the order is not created until the payment goes through.
• “Тип оплати в ERP”, the payment type in the ERP. The code of this payment method on the POS system (cash register) side. The field is required, and correct hand-off of the payment to the POS system depends on it.
• Sales tax and service fee. Two optional blocks, each with a switch and a percentage value. In the form they are the “Use Sales Tax” and “Sales Tax (%)”, “Use Service Fee” and “Service Fee (%)” fields.

The name the guest will see is set for each language after saving: in the record view, in the “Переклади” block, the translations.

The payment types list shows “ID”, “Тип оплати”, “Аліас” and the state of the “Видимий для клієнтів”, “Активний?” and “Передплата?” switches for every record.

What to do so the payment type reaches the guest

Creating the record is not enough. Link the payment type to the restaurants where it applies and add it to the service types you need. Delivery, pickup, table ordering and kiosk each carry their own set of available payment methods.

How to create the payment type “Card online”

1. Create the payment system of the provider you will accept payments through, if it does not exist yet: Payment systems.
2. Open the “Типи оплати” section and click “Створити Тип оплати”.
3. In the “Платіжна система” field, select the payment system you created.
4. In the “Тип оплати” field, select “Картка”.
5. In the “Аліас” field, enter a service name, for example online-card.
6. Turn on “Видимий для клієнтів” and “Активний?”.
7. If this payment method requires prepayment, turn on “Передплата?”.
8. In the “Тип оплати в ERP” field, choose the code that matches this payment method in your POS system.
9. Save the record.
10. Open the saved record for viewing. In the “Переклади” block, click edit next to the language you need, enter the name the guest will see in the name field, for example “Card online”, and save the translation. Repeat for each language you need.
11. Link the payment type to your restaurants: on the card of each restaurant where it applies, add it in the “Типи оплати” field and save the card. Details: Restaurant settings: card fields and common tasks.
12. Add this payment type to the service types you need.

Related articles

• Payment systems
• Service type
• Restaurant settings