Merchant Academy

Contact support

How-to guide

Add a payment method

Cash, DuitNow, Card and QR come as standard. Add your own named method for vouchers, corporate accounts or testing, so staff pick a clean label and your reports stay tidy.

WHO THIS IS FOR

OW

Owners and finance staff

who need tender types that match how money actually comes in.

SM

Managers running promotions

— build the method ahead of time and leave it disabled until launch day.

BEFORE YOU BEGIN

Nothing shows up until Enabled is on. The switch turns dark blue when the method is live for cashiers.

Payment types apply to every store on your account, so name them in a way head office will recognise.

Cash rounding is separate. Rounding to the nearest RM0.05 is a checkout setting you can switch on or off.

These are non-integrated payment methods. EPOS cannot connect to an independent card terminal or a unique payment method, so a new payment method means you record and manage those transactions manually.

THE STEPS

Pick the device in front of you.

Open payment settings

Tap the four-square icon at the bottom left, then Settings. In Settings, tap Payment — Manage payment methods.

Settings, under Others.
Settings, under Others.
Payment, then Add Payment.
Payment, then Add Payment.

Create the payment method

Tap Add Payment at the top right, then fill in the form.

Name it and switch Enabled on.
Name it and switch Enabled on.
New Payment Added.
New Payment Added.

Test it at checkout

Go to the Sell tab, add any item, tap the balance bar to open the order summary, then Pay. Your new method now sits alongside Cash, QR and the rest. Pick it, tap Exact or key in the amount, then confirm with Pay RM [amount] — a green Paid Successfully check means it works.

The new method appears in the payment grid.
The new method appears in the payment grid.

Open payment settings

Tap the More tab at the far right of the bottom bar, scroll down to Settings, then tap Payment.

More, then Settings.
More, then Settings.
Payment.
Payment.

Create the payment method

Below the default methods, tap the blue Add Payment button.

Fill it in, then Save.
Fill it in, then Save.
New Payment Added.
New Payment Added.

Test it at checkout

On the Sell tab add any item, tap the balance bar, then Pay. Your method shows under Select Payment Methods. Pick it, tap Exact or key in the amount, and confirm.

Your method, live at checkout.
Your method, live at checkout.

IF IT LOOKS WRONG

The method is not at checkout

Enabled is probably still off. Reopen the method in Settings › Payment and switch it on, then save.

Refunds cannot be issued on it

Partial and full refunds are separate switches on the payment method. Turn on the ones you need.

Cash totals are a few sen out

Automatic rounding to the nearest RM0.05 may be on. Check the rounding option in your checkout settings.

WHERE TO GO NEXT

NEXT

Card payment application

Read the guide →
NEXT

Bluetooth printer

Read the guide →

Ask EPOS Assistant