Set up Payments/Tender Types on SkyTab POS

Description: You can add and edit tenders within the POS Payment settings. 

To set up tenders using Lighthouse Business Manager, visit the Add or Edit Tenders and Discounts in Lighthouse Business Manager for SkyTab POS article.

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To watch more how-to videos, visit our video section.

Access the settings to create and edit Tenders by navigating to Manager > Settings and selecting the Payments icon.

Add or Edit Tender Types

Tenders are different forms of payment that are used when processing a transaction. The SkyTab POS system comes pre-programmed with various tenders that can be used.

• To add a new tender type, press Add New in the lower-left corner of the screen.
  
• To edit an existing tender type:
  • Select the tender from the list on the left.
  • Make the desired changes and press Save.

Selecting Edit List in the lower-left corner allows you to change the order in which the tenders will appear when on the payment screen. This feature applies globally, rather than being specific to individual stations.  This will NOT change the order on the Tender Settings screen.

• The inner arrows will move it up or down by one line.
  
• The outer arrows will move it to the top or bottom.
  

Tender Settings Terms

Active: Display the tender on the payment screen when toggled right; certain default tender types (i.e. Cash and Credit) cannot be deactivated.

Tender Name (required): Allow employees to easily recognize what this tender entails; the names of the default tender types cannot be changed.

Require Customer on Ticket: Requires you to add a customer to the ticket when this tender is used when toggled right.

Jobs Allowed to Use Tender: Assign which jobs are allowed to utilize a tender by tapping within this field to open the Assigned Jobs dialog box, selecting a job from the left (unassigned), and adding it to the right (assigned).

Note: If you don’t see any jobs listed in the “Allowed jobs” section, that means all of the jobs present in the system are allowed to use the selected Tender type.

Reference: Choose one of the three predetermined options from the drop-down list.

• No Reference Required: Does not require a unique variable at the time of sale to utilize tender.
• Requires Numeric Reference: Requires the entry of a unique identification number at the time of sale.
• Requires Alphanumeric Reference: Requires a unique value with any characters to be entered when selling.

Open Cash Drawer: If a tender opens the cash drawer, determine if the cash drawer opens when this tender is used.

Allow Change: Determine if a customer can receive cash back for over-tendered amounts.

Allow Tip: Determine if this tender can be used to add a tip to a transaction.

Post to PMS: When selected, this option posts the payment using the chosen tender to an integrated Property Management System.

Duplicate: Create a copy of the current tender, and prompts you to enter a unique name.

Additional options for the Credit Tender only:

Payment Slip Threshold: Unless a ticket is a certain amount, we do not want a credit slip by adjusting this threshold.

When Above Threshold: Above the threshold stated above, determine what credit slips print out: Both payment slips, no payment slips, merchant payment slips, and customer payment slips.

Allow Manual Entry: When toggled on, the Credit Manual option displays on the Payment screen. Only the items marked with an asterisk are required, but filling out all the information makes it more secure.

Prompt for Tip on Payment Device: Determine if the PAX SP30 PIN Pad prompts the user for a tip directly on the PIN Pad; this can be turned off per device under the Hardware > Payment Devices and toggling the prompt for tip option.

Important: Enabling Prompt for Tip on Payment Device removes the ability to add tips on the receipt after the payment is completed. The customer is expected to add a tip to the PIN Pad at the time of payment, so there is no need to write it on the receipt. 

Internal:
For more information on configuring tips on the PIN Pad, visit Configure Tip Hints on PAX SP30.