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How to Edit an Employee
Open the employee directory. Search for the employee. Select the edit pencil. Update identity, contact, PIN, classifications, notes, address, or location-role assignments. Review every active location. Save the changes. When an employee changes jobs or locatio...
How to Change an Employee Role or Location
Edit the employee in Back Office. Review Locations & Roles. Remove an assignment the employee no longer needs. Add the correct location and role. Save. Have the employee sign in again and verify the available workflow. Do not leave old elevated roles active af...
How to Remove Employee Access Safely
Removing an employee can affect access but should not erase legitimate historical accountability. Confirm the exact employee and reason for removal. Review every assigned location and role. Remove or disable access according to company policy. Use deletion onl...
Back Office Employee Troubleshooting
An employee cannot sign in Confirm the employee has an active assignment for that location and the correct PIN. A role is missing Open Manage Roles and verify the role exists before assigning it. The employee sees the wrong tools Review the role assigned at th...
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.
Checkout Requirements
Require signatures, customer addresses, last-four card digits, tax, or multiple-card payment behavior by method.
Card Processing Integration
Enable online processing, choose the payment processor, and manage the connected terminal.
Integration Bypass Security
Understand payment-integration bypass and require a PIN to prevent unauthorized use.
Payment Method Troubleshooting
Resolve missing methods, checkout prompts, processor issues, and bypass-PIN problems.
Payment Methods & Checkout Controls: Complete Guide
Payment Method Settings controls which tender choices employees see, how card processing connects, and what information checkout requires for each method. Use this book to Create, hide, edit, or remove payment methods. Require a signature, address, or last fou...
What Is a Payment Method?
A payment method is a tender option employees can select when accepting money, such as Cash, Credit Card, Debit Card, or another configured method. Payment Method Settings controls availability and checkout behavior. It is separate from the external processor ...
How to Create a Payment Method
Open Settings → Payment Methods. In the payment-method list, select New. Enter a clear name. Complete the available method settings. Save. Refresh the list and confirm the method appears at checkout. Create only methods your business actually accepts so employ...
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 for the list to refresh. Verify the checkout screen. Hiding a method removes it from normal employee selection without erasing historical transactions that used it...
How to Edit or Delete a Payment Method
Find the payment method in Settings. Open Actions. Choose Edit to update an editable method. Choose Delete only when a custom method is no longer valid. Review the warning and confirm only when authorized. Prefer hiding a method when historical use must remain...
How to Require a Signature by Payment Method
Open Settings → Payment Methods. Go to Options. Under Signature, select every payment method that must collect a signature. Select Update Options. Test a checkout using one selected method. You can require a signature even for Cash if that is your store policy...
How to Require a Customer Address
Open Payment Method Settings. Under Options, find Require Address. Select each payment method that must have customer address information. Update the options. Test checkout with and without a complete customer address. Use this for payment or compliance workfl...
How to Collect the Last Four Card Digits
Open Payment Method Settings. Find Last 4 or Collect last four digits for. Select the supported locked card methods that require this information. Update the options. Test the checkout prompt. Enter only the requested last four digits. Do not place full card n...