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Configuring Tender Types

This guide walks you through how to choose which payment types (tenders) are available in the Scotch POS platform — separately for the terminal and for back-office customer orders — and set the order they appear in on the terminal, so cashiers and reports

Written by Help

How It Works

Before this, every tender showed up everywhere — on the terminal, in back-office customer orders, and in reports — even ones you never use, which cluttered checkout and made it easy to pick the wrong tender. Tender Configuration gives you explicit control: each tender can be turned on or off independently for the terminal and for back office, and the terminal's tender buttons can be ordered by priority.

The configurable tenders are: Cash, Credit card, Manual card entry, Loyalty, Gift card, Gift certificate, Check, DoorDash, Uber Eats, Square, House charge, City Hive, and Bottle Capps.

Key Things to Know:

  • Availability is set per surface. A tender can be on for the terminal but off for back-office customer orders, or the other way around.

  • The terminal order is business-wide. Tender availability can differ per store, but the order the tenders appear in on the terminal is set once for all stores.

  • Turning a tender off only affects new transactions. Existing or in-flight orders, refunds, and voids tied to that tender keep working normally.


Where to Access Each Feature

To…

Go to

Turn tenders on/off per surface and set terminal order

Settings → Devices → Tender configuration

Give one store different tenders

The same tab, with that store selected (override)


Turning Tenders On or Off

Step 1

Go to Settings → Devices and open the "Tender configuration" tab.

Step 2

Set the scope with the store selector at the top — "Default settings (all stores)" or a specific store. A store's view is an override: settings that still follow the default are marked "Default," and a "Reset values to default" link reverts all of that store's overrides. Switching the selector reloads the page, so save first — unsaved edits are lost.

Step 3

In Terminal tender settings, toggle each tender for the terminal. Some can't be changed — see Locked tenders below.

Step 4

In Back office tender settings, toggle each tender for back-office customer orders. Several are locked off here — see below.

Step 5

Click "Save changes." Nothing saves until you do — an "Unsaved changes" indicator shows while you have edits.


Ordering the Terminal Tenders

The tender order is set only in the Default settings view. A store's view shows "Tender order is set in Default settings."

Step 6

In the Default settings view, drag your enabled terminal tenders into the priority order you want.

Step 7

Check the button cutoff. The first 7 tenders (by priority) each get their own button on the terminal payment screen; any beyond that overflow into the terminal's "Other Payment" dropdown.

Step 8

Click "Save changes." The order is saved at the business level and applies to all stores.


Locked Tenders

Some tenders can't be changed in this version:

Tender

Rule

Cash, Credit card

Always on for the terminal — it can't operate without them yet.

Credit card, Manual card entry, Gift card, Loyalty

Can't be enabled for back office yet — customer orders don't support them.

Loyalty

Availability follows your loyalty program — it's not a manual toggle.

Manual card entry

Follows Credit card — available whenever Credit card is.

Everything else is freely on or off for either surface.


What Happens on Each Surface

  • Terminal — only terminal-enabled tenders appear in the payment picker for new sales. The first 7 (by priority) are buttons; the rest sit under "Other Payment."

  • Back office (customer orders) — only back-office-enabled tenders appear when completing or settling a customer order.

  • Reporting — tender breakdowns hide tenders that are turned off. A tender is hidden only if it's off on both the terminal and back office; if it's on for either, it still shows in reports.


Troubleshooting

  • You can't turn off Cash or Credit card on the terminal. They're locked on — the terminal can't operate without them yet.

  • You can't enable Credit card, Manual card entry, Gift card, or Loyalty for back office. Those aren't supported in back-office customer orders yet, so they're locked off.

  • Loyalty won't turn on. It follows your loyalty program — enable the loyalty program first.

  • You enabled a tender but it's not showing on the terminal. The terminal only reflects the new config once it's on a supporting app version and has synced. Rollout is per-merchant, so confirm the terminal has updated, and give a recent change a short while to sync.

  • An enabled tender isn't a button on the terminal. Only the first 7 (by priority) get their own buttons; the rest are under "Other Payment." Re-rank it higher in Tender configuration.

  • One store shows different tenders than the rest. It has a store-level override. Open the tab with that store selected and use "Reset values to default."

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