The introduction of "Custom Tender Type" offers the ability for Treez customers to configure their own unique payment types outside of the current TreezPay offerings.
To enable this feature flag customers should contact Treez support at [email protected]
Creating a Custom Tender Type
Once enabled by Treez Support, navigate to Configurations > Config Page > POS > Payment Types
Select “Add Payment Type” at bottom of list (directly under existing payment types).
Add “Display Name” - This will be the name that appears on checkout and reports.
Add “Currency Type” - This is what will be passed in API. Field auto-fills to correct API format based on display name.
Save.
Note: For the purposes of this Help Center Article, we are using Gift Card as the "Custom Tender Type" example.
Enable/Disable
Once you create and save a Custom Tender Type, you can then Enable or Disable using the toggle button. You can also allow for
Other toggleable options include:
Refunds
Require a manager pin for refunds
Adjustments
Edit Display Name
Simply click within Custom Tender field to input/edit a new display name.
Note:
You must hit "Save" for the changes to take effect.
For Data integrity purposes and to avoid impacting API usage you cannot edit "Currency Type"
Once configured, the Checkout Screen has the ability to log transactions under Custom Tender Type.
Reporting Guide - Custom Tender Type
Navigate to SellTreez > Reports > Sales > Payment
Payment Summary
Total amounts accrued under custom tender type will be visible for the selected processing period.
Payment Log
Line-item payments will be visible with associated custom tender type for the selected processing period.
Cash Module Updates: Shift Report, Cash Handling, Close Shift, Ticket Adjustments
Shift Report
Navigate to Cash > Cash Handling > Shift Report
A new column for Custom Tender Type should now be present.
Daily Totals
Navigate to Cash > Cash Handling > Daily Totals
A new row for Custom Tender Type should now be present.
Close Shift
Navigate to Cash > Close Shift
A new payment totals input for custom tender type should be present.
POS Ticket Adjustment
Navigate to Cash > POS Ticket Adjustment
Options to manage the newly created Custom Tender type in POS Ticket adjustment:
Input ticket ID to be adjusted
Select the green 'Edit' on the right
Adjust tender type to another pay option and click the green 'Update'
Please note: If you want to edit an existing custom tender type you can. Simply navigate to the custom tender type and make your edits and save.
Your payment log will reflect the sales and payment data using the edited tender type with the correct name going forward while not impacting your historical data.