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Create a payment method for each tender type employees must be able to select at checkout, such as cash, credit card, financing, or another accepted method. Create the method Open Settings > Payment Methods. Select Create or New Payment Method. Enter a clear n...

Keep old payment methods available for historical reporting while preventing employees from selecting them for new transactions. Edit a payment method Open Settings > Payment Methods. Select the method to edit. Correct the name or visibility setting. Save the ...

Create reusable tax templates for percentage-based taxes or fixed charges that can be applied to eligible sales and items. Create the template Open Settings > Tax. Select Create New Tax Template. Enter a clear template name. Enter a short receipt symbol of up ...

Review a tax template before using it so employees and customers see the expected charge. Check the calculation Open the tax template. Confirm whether it uses a percentage or fixed amount. Review the rate, amount, name, and receipt symbol. Use the displayed ex...

Create a reusable discount when employees need a consistent percentage or fixed reduction at checkout. Create the discount Open Settings > Discounts. Select Create Discount. Enter a clear name. Choose Percentage or Fixed amount and enter the value. Choose wher...

Coupons connect a customer-facing code with a configured discount and control when or how often the offer can be used. Create the coupon Open Settings > Coupons. Select Create Coupon. Enter the coupon code employees or customers will use. Select the discount c...

Review active promotions regularly so outdated discounts or coupon codes do not remain available longer than intended. Review a promotion Open Settings > Discounts or Settings > Coupons. Select the record to review. Confirm its value, eligible target, automati...

Create a surcharge for an additional transaction charge such as a convenience fee or other supported business charge. Create the surcharge Open Settings > Surcharge. Select New Surcharge. Enter a name and short symbol. Choose Percentage or Fixed. Enter the per...

A surcharge can contain revenue that the business keeps and an amount intended to cover another cost. Profit settings tell RepairNest POS how much of the charge should count as profit. Configure profit treatment Open the surcharge. Choose percentage-based or f...

Cash Discount settings define the adjustment offered for eligible cash payments in supported configurations. Configure the program Open Settings > Cash Discount. Select Edit and complete any required authorization step. Enter the program name. Choose a percent...

Before using Cash Discount or Dual Pricing with customers, verify the complete checkout and receipt experience. Pre-launch checklist Confirm the program is enabled for the correct location. Verify the percentage or fixed amount. Confirm which tender types are ...

Payments, Taxes & Pricing settings define how RepairNest POS accepts money, calculates taxes and fees, applies promotions, and presents cash-versus-non-cash pricing. What this book covers Payment Methods: Create tender types and control whether they are visibl...