Payment Methods & Checkout Controls
Create and manage payment methods, require checkout information, connect card processors, and protect integrated-payment bypasses.
Payment Method Basics
Create, display, hide, edit, and remove the payment choices employees use at checkout.
What Is a Payment Method?
A payment method is a tender option employees can select when accepting money, such as Cash, Cred...
How to Create a Payment Method
Open Settings → Payment Methods. In the payment-method list, select New. Enter a clear name. Comp...
How to Hide or Show a Payment Method
Open Settings → Payment Methods. Find the method. Use its Hidden switch to hide or show it. Wait ...
How to Edit or Delete a Payment Method
Find the payment method in Settings. Open Actions. Choose Edit to update an editable method. Choo...
Checkout Requirements
Require signatures, customer addresses, last-four card digits, tax, or multiple-card payment beha...
How to Require a Signature by Payment Method
Open Settings → Payment Methods. Go to Options. Under Signature, select every payment method that...
How to Require a Customer Address
Open Payment Method Settings. Under Options, find Require Address. Select each payment method tha...
How to Collect the Last Four Card Digits
Open Payment Method Settings. Find Last 4 or Collect last four digits for. Select the supported l...
How to Force Tax for Supported Card Methods
Open Settings → Payment Methods. Under Options, find Force Tax. Select the supported Credit or De...
How to Allow Multiple Card Payments
Open Payment Method Settings. Find Multiple Card Payments. Enable it when one sale may use more t...
How Payment-Specific Requirements Work at Checkout
Requirements are evaluated from the payment method selected for the sale. A method may trigger on...
Card Processing Integration
Enable online processing, choose the payment processor, and manage the connected terminal.
How to Enable Online Card Processing
Open Settings → Payment Methods. Find Payment Processing. Turn processing to Enabled. Select the ...
How to Select and Manage a Payment Processor
Enable online processing. Open the Payment Processor list. Select the processor configured for yo...
Integrated vs. Non-Integrated Card Processing
Integrated processing sends the payment request from RepairNest POS to the selected card terminal...
Card Integration Setup Checklist
Confirm online processing is enabled. Select the correct processor for the location. Confirm the ...
Integration Bypass Security
Understand payment-integration bypass and require a PIN to prevent unauthorized use.
What Is Payment Integration Bypass?
Payment integration bypass lets an employee record a card payment without sending it through the ...
How to Require a PIN for Integration Bypass
Open Settings → Payment Methods. Enable online payment processing. Find Credit Card Integration P...
How Authorized Employees Use Integration Bypass
At checkout, confirm there is an approved reason not to use the connected terminal. Choose the by...
Integration Bypass Security Best Practices
Keep the PIN different from employee register PINs. Limit knowledge of the PIN to authorized mana...
Payment Method Troubleshooting
Resolve missing methods, checkout prompts, processor issues, and bypass-PIN problems.
A Payment Method Is Missing at Checkout
Open Settings → Payment Methods and confirm the method is present and not hidden. Refresh the pay...
Checkout Requires Unexpected Information
Open the Options section and review which methods are selected for Signature, Require Address, La...
The Card Terminal Is Not Responding
Confirm online processing is enabled. Verify the correct payment processor is selected. Open the ...
The Integration Bypass PIN Does Not Work
Confirm Credit Card Integration PIN is enabled. Have an authorized manager select Update Password...
Payment Methods & Checkout Controls: Complete Guide
Payment Method Settings controls which tender choices employees see, how card processing connects...