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 firstname.lastname@example.org
Once enabled by Treez Support, navigate to Configurations > Config Page > POS > Payment Types
Select “Add” 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.
Note: For the purposes of this Help Center Article, we are using Gift Card as the "Custom Tender Type" example.
Once you create and save a Custom Tender Type, you can then Enable or Disable using the toggle button. You can also allow for
- Require a manager pin for refunds
Edit Display Name
Simply click within Custom Tender field to input/edit a new display name.
- 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 Sales > Reports > Payments
Total amounts accrued under custom tender type will be visible for the selected processing period.
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
Navigate to Cash > Cash Handling > Overview
A new column for Custom Tender Type should now be present.
Navigate to Cash > Cash Handling > Daily Totals
A new row for Custom Tender Type should now be present.
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
- Input ticket ID to be adjusted
- Select edit
- Adjust tender type to another pay option