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A Payment Type represents one payment method (e.g. Cash, Credit Card, Stripe). Each type can have one or more processors attached for online or card payments. Payment types appear at checkout on both the POS terminal and the online ordering page.
Payment Types list screen showing Cash, Card, and Online payment methods

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Payment Type Fields

FieldRequiredDescription
CodeYesA short internal identifier, e.g. CASH or CARD. Must be unique. Shown in reports and exports but not to customers
NameYesThe display name shown on the POS checkout screen and receipts, e.g. Cash or Credit Card
ActiveNoToggle off to hide this payment type from the POS without deleting it. Historical data is preserved
Use clear, consistent codes that match your reporting needs. For example, use CASH, CARD, EWALLET, ONLINE rather than numbers or abbreviations that may confuse staff reading reports later.

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Create a Payment Type

1

Go to Manage → Payment Types

Click Payment Types in the left sidebar under Manage.
2

Click New Payment Type

Fill in the Code, Name, and Active fields.
3

Save

Click Create. The payment type appears in the list immediately and is available on the POS.

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Attach a Processor (for online or card payments)

Processors handle the actual transaction for non-cash payment types. Currently supported: Stripe.
1

Open the edit page

Click the Edit (pencil) icon next to the payment type.
2

Add a Processor

In the Processors section, select a processor from the dropdown (e.g. Stripe) and click Add.
3

Enter credentials

Fill in the required fields. For Stripe, enter your Secret Key and Webhook Secret. These are encrypted with AES-256 before saving — they are never stored in plain text.
4

Save

Click Save Processors. The processor is now active for that payment type.
Never share your Stripe Secret Key. It is masked (••••••) after saving. To update it, enter a new value — leaving it blank keeps the existing one. If you believe your key has been compromised, rotate it immediately in your Stripe Dashboard and update it here.

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Deactivate vs Delete

ActionEffect
Deactivate (toggle Active off)Hides from POS and online checkout, preserves all historical data
DeletePermanently removes — only possible if no transactions reference this payment type
Deleting a payment type that has been used in past transactions is not allowed. Deactivate it instead to keep your historical records intact.

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Frequently Asked Questions

Check these three things in order: (1) Your Secret Key starts with sk_live_ for production or sk_test_ for testing — make sure you are not mixing them. (2) The Webhook Secret starts with whsec_ and matches exactly what is shown in Stripe Dashboard → Developers → Webhooks → your endpoint → Signing secret. (3) Your payment type is set to Active. See Payment Issues for more help.
Additional payment processors are added through platform updates. Contact your account manager to request a new processor integration. Once available, it will appear in the processor dropdown on the edit page.
Cash types do not require a processor — the cashier records the amount received and the system calculates change. Card/online types typically have a processor that handles the transaction electronically. You can create as many types as you need (e.g. separate types for Visa and Amex if you want to track them separately).
Log in to dashboard.stripe.com, go to Developers → API keys. Use the Secret Key (not the Publishable Key). See Stripe Setup for a step-by-step guide.

Stripe Setup

Connect Stripe for online payments

QR Code Setup

Set up QR ordering

Transaction Types

Define sale, void, and refund categories

Payment Issues

Troubleshoot payment problems