Configuring Tender Types
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 (billed to a customer's account), City Hive, Bottle Capps, Shopify, Bill.com, and your custom tender.
A few tenders — card payments in particular — can't be freely switched on both surfaces (see Locked Tenders). Your own list may be shorter — the tab only lists the tenders that are set up for your business, so a tender you've never used may not appear as a row at all.
Shopify records sales that were paid through Shopify — it logs the sale without taking the payment, the same as DoorDash or Square. Bill.com works the same way, recording sales paid through Bill.com. Your custom tender is the row named Custom, or whatever you've renamed it to; on a few older accounts it's still named External Payment, and it's the same tender.
The Shopify row appears for every store.
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.
Most tenders start switched off. Out of the box only Cash, Check and Gift card are turned on — everything else, Shopify, Bill.com and your custom tender included, arrives off for both the terminal and back office, so turn one on here before it can be used or ranked. Card payments are the exception: they're always on for the terminal (see Locked Tenders).
Renaming your custom tender changes past records too. It's one tender that you may already have taken payments on, so the new name is what shows on past transactions and in reports, not just on new ones. The screen says the same thing: "Renaming applies to past transactions too."
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) |
Rename your custom tender | The same tab, in the Back office tender settings panel — "Edit name" on that tender's row. Available in the Default settings view only, or in your store's view if your business has a single store |
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. If your business has a single store, there's no "Default settings (all stores)" option and no "Reset values to default" link: your store's view is the only view, and everything on the tab is set there.
Step 3
In Terminal tender settings, toggle each tender for the terminal. Some can't be changed — see Locked tenders below. Your custom tender's row here also names the minimum terminal version that tender needs — a register on an older version won't offer it until it's been updated.
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." If your business has a single store, you set the order in your store's view instead.
Step 6
In the Default settings view — or your store's view, if you have a single store — 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."