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How to Edit or Delete a Payment Method

Payment Methods & Checkout Controls Payment Method Basics

Find the payment method in Settings. Open Actions. Choose Edit to update an editable method. Choo...

Updated 1 month ago by Sunny

How to Hide or Show a Payment Method

Payment Methods & Checkout Controls Payment Method Basics

Open Settings → Payment Methods. Find the method. Use its Hidden switch to hide or show it. Wait ...

Updated 1 month ago by Sunny

How to Create a Payment Method

Payment Methods & Checkout Controls Payment Method Basics

Open Settings → Payment Methods. In the payment-method list, select New. Enter a clear name. Comp...

Updated 1 month ago by Sunny

What Is a Payment Method?

Payment Methods & Checkout Controls Payment Method Basics

A payment method is a tender option employees can select when accepting money, such as Cash, Cred...

Updated 1 month ago by Sunny

Payment Methods & Checkout Controls: Complete Guide

Payment Methods & Checkout Controls

Payment Method Settings controls which tender choices employees see, how card processing connects...

Updated 1 month ago by Sunny

Back Office Employee Troubleshooting

Back Office Employee Management Maintain Employee Access

An employee cannot sign in Confirm the employee has an active assignment for that location and th...

Updated 1 month ago by Sunny

How to Remove Employee Access Safely

Back Office Employee Management Maintain Employee Access

Removing an employee can affect access but should not erase legitimate historical accountability....

Updated 1 month ago by Sunny

How to Change an Employee Role or Location

Back Office Employee Management Maintain Employee Access

Edit the employee in Back Office. Review Locations & Roles. Remove an assignment the employee no ...

Updated 1 month ago by Sunny

How to Edit an Employee

Back Office Employee Management Maintain Employee Access

Open the employee directory. Search for the employee. Select the edit pencil. Update identity, co...

Updated 1 month ago by Sunny

How to Mark an Employee as a Technician or Driver

Back Office Employee Management Create & Assign Employees

Create or edit the employee. Find the employee classification options. Enable Technician when the...

Updated 1 month ago by Sunny

How to Set a Secure Employee PIN

Back Office Employee Management Create & Assign Employees

The employee PIN is used for register access and authorization workflows. Use a PIN that is not e...

Updated 1 month ago by Sunny

How to Assign Locations and Roles

Back Office Employee Management Create & Assign Employees

While creating or editing the employee, open Locations & Roles. Select a location where the emplo...

Updated 1 month ago by Sunny

How to Create an Employee in Back Office

Back Office Employee Management Create & Assign Employees

Open Employees. Select Add Employee. Enter the employee’s first name, last name, phone, and email...

Updated 1 month ago by Sunny

How to Design Roles Safely

Back Office Employee Management Employee Roles

Separate owner or administrator access from daily employee access. Give managers only the elevate...

Updated 1 month ago by Sunny

How to Open and Manage Employee Roles

Back Office Employee Management Employee Roles

Open Employees in Back Office. Select Manage Roles. Review the existing role list. Create a role ...

Updated 1 month ago by Sunny

What Is an Employee Role?

Back Office Employee Management Employee Roles

An employee role is a reusable set of access rules that determines what an employee can do at an ...

Updated 1 month ago by Sunny

How to Open and Search the Employee Directory

Back Office Employee Management Back Office Access

Sign in to Back Office. Select Employees. Use the search field to find an employee by name or con...

Updated 1 month ago by Sunny

Why Employees Are Managed in Back Office

Back Office Employee Management Back Office Access

The Back Office provides a centralized directory across the business. It lets an authorized manag...

Updated 1 month ago by Sunny

How to Open the RepairNest POS Back Office

Back Office Employee Management Back Office Access

Go to admin.autopaydesk.com. Sign in with an account authorized for your organization. Complete a...

Updated 1 month ago by Sunny

Back Office Employee Management: Complete Guide

Back Office Employee Management

Employee accounts, location assignments, and roles are managed from the RepairNest POS Back Offic...

Updated 1 month ago by Sunny