Payments

Let’s Configure Your Payment Settings

Watch the FUN video here or read the article below, your choice!

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We make taking payments super easy. Let’s run through the simple settings you need to configure before taking that first one.

Whether it’s cash, card, bank transfers, checks, credit lines, customer account credit or financing, we’ve got you covered.

Heading over to Payments from Settings.

AIO PAY

You’ve got credit cards, phone payments, and refunds ​

We have your default toggle set to on. This means each of these payment methods are available to be used through the platform. Simply toggle each of the individual options off if you don’t plan to use them.You have the option to set payment maximums for both the credit card and phone payments. ​

Notice that the refund max amount is already defaulted based on the total payment amount. This means no one can be refunded more than their original payment amount on any order. It is recommended that you keep it toggled on.

Terminal Settings

Now, let’s check out the terminal settings. Select the Terminal Settings button from the top right. ​

Once you have terminals listed, they will populate here.

We show you the location of each terminal, the terminal name, terminal model, and the serial number associated with that specific terminal. This number is located on the back of the terminal itself, FYI.

You can edit these delineations anytime by selecting the edit pencil, like normal. ​

Of course, you can delete any terminals you may need to in the future by selecting the trash bin icon.

You can also search for your terminals or view them by location by selecting from the drop down at the top of the page. ​

Adding a New Terminal

Okay. Let’s add a new terminal. To do so, click the Add a New Terminal Button at the top right of your screen. ​

First, select the location of your new terminal from the drop-down. You can find that in company settings if you need to add a location. ​

Next, you’ll give the terminal a name. You can choose any name. Typically, it will remind you where it is placed, like Jake’s desk. ​

Go ahead and select your terminal model from the drop-down options. ​

Lastly, enter the nine-digit serial number found on the bottom of your terminal. Please do not use dashes. ​ ​

And now you will see your new terminal on your list. Easy. ​

5. Financing,Manual Entry, Customer Account Credit

Okay. Let’s go back to the main page. Click the back arrow to the left of AIO Pay Terminal Settings at the top. ​

Alright. We’ve got three main sections, financing, manual entry, and customer account credit.

These are all of your financing options. If it’s there, it’s integrated with us. Just toggle on what you want to use and set those max amounts.

These are your manual entry options. You would use these for anything outside of AIO pay.

These are credit cards that are run on a system outside of the platform or keyed in credit cards, for example. ​

This when you are accepting Checks. ​

​ Good old CASH and bank transfers. So while you are not processing these payment types inside the system, you will still record the payments inside the orders. For any manual entry payment, you have the option to also record a transaction number or note. ​

Write offs would refer to maybe a donation you made and other is just that. We want you to have every way possible to record payments. In fact, let’s say you were using financing that is not yet integrated with AIO pay. Yep. You guessed it. Other is what you would use.

Don’t forget about those refund boxes in each of these sections. Just confirm they have the status you want.

6. Customer Account Credit

The last section is customer account credit. You may come across various reasons for your customer to accumulate credit. And when those customer credits are applied, this would be how you log those.

And that’s a wrap, my friend.

Now go make some money. Well, actually, first, let’s check out the very fun and exciting terms and conditions setting page.

Terms & Conditions