Retail POS will create cash, Lightspeed Payments cards, and other payment method types by default. If enabled, other payment types will appear as standard buttons on your payment page, including On account, layaway, Loyalty, store credit, and gift cards.

Optionally, you can also set up additional cash, check, or other integrated and non-integrated payment types in Retail POS.

Adding a cash payment type

1. Navigate to Setup > Payment types.
2. Click Add payment type.

3. From the Payment type dropdown, select Cash.

   

4. Click Begin setup.

5. Add a name for the payment type.

   

6. From the Outlets dropdown, select the outlets to add the payment type to, if applicable.

7. Select what cash denomination is rounded and the rounding rule, if applicable.

   

8. (Optional) Check the Conceal cash totals box if you want staff to only see totals after the register is closed.
9. Click Save payment type.

Adding a check payment type

1. Navigate to Setup > Payment types.
2. Click Add payment type.

3. From the Payment type dropdown, select Other payment method.

   

4. Click Begin setup.

5. Add a name for the payment type, for example "Check".

   

6. From the Outlets dropdown, select the outlets to add the payment type to, if applicable.
7. Leave the Gateway field blank.

8. In the Payment reference section, check the Ask for a reference number box to allow staff to record a reference number, like the check number.

   

9. Click Save payment type.

Deleting a payment type

To delete a payment type:

1. Navigate to Setup > Payment types.
2. Click the name of the payment type or the pencil icon to edit.
3. At the bottom of the page, click Delete payment type.
4. Click Delete payment type. This action can't be undone.

What's next?