This page covers features gated by Admin-tier permissions — typically Settings access. Admins have these by default; your administrator can adjust who has them in Settings > Team.
The methods you start with
Every new shop starts with these seven.
Connecting a card provider such as Dojo or Stripe adds its own methods, which you set up and switch off in Integrations. Methods a website or ordering network added for the orders it sends are folded under Integration & Other Methods at the foot of the list, because staff rarely take them.
Loyalty isn’t a payment method. A loyalty reward comes off the order total before payment, and the rest is paid with one of these methods. See Loyalty.
Choosing where each method is offered
- Orders & Events switches a method on for orders and events together. An event offers what orders offer, apart from Pay on Fulfilment.
- A till’s switch decides whether that till offers the method. Each till keeps its own list, and the payment methods on Edit Device in Devices change the same list.
- A card reader’s method, such as Dojo Card Terminal, shows Paired under the till its reader is paired with and Not used under the rest. Pair readers on the Card Readers tab.
Adding a payment method
1
Open Add Payment Method
Click Add Payment Method at the top of the page.
2
Choose what it is
Under What is it?, choose Recorded by staff for a payment taken some other way, such as a voucher, or Separate card machine for a card terminal Digital Florists doesn’t control. On account and Pay on Fulfilment are there too, but a shop keeps one of each, so they’re unavailable while you already have one.
3
Name it and add it
Give it a Name your team will recognise and click Add Payment Method. It starts switched on for Orders & Events and off at every till, so switch on the tills that should offer it.
Renaming a method and cash-up
Click Options on a method’s row to rename it and choose how it’s handled at cash-up, then click Save Changes.- Name is what your team sees. Any method can be renamed, including one an integration added, and the integration still finds it.
- What it is can change until the method has taken a payment. After that it’s fixed: add a new method and archive the old one instead.
- Count at cash up asks your team to enter what the method took when they close the till. Show a banked box adds a box for the amount paid into the bank.
- Customers can pay it online appears on a method a customer can pay from an online payment link, and offers it on the page the link opens.
Archiving a method
Open the method’s Options, click Archive and confirm with Archive Method. Your team stops seeing it on orders, events and every till, and its payments stay in your reports, refunds and End of Day. Archived methods are listed under Archived. Click Restore to bring one back, offered where it was before. Some methods can’t be archived, and Options says why: the shop’s cash method, a method an integration added while that integration is switched on, and the only method a till offers.Common questions
Staff see a message that a method is not offered on this till.
Staff see a message that a method is not offered on this till.
The message reads, for example:
Card is not offered on this till. Change this in Settings > Payment Methods.Switch the method on under that till’s name on Payment Methods, or tick it on the till’s Edit Device page. A method that’s off under Orders & Events is refused on orders and events in the same way.
Why isn't Account offered for this customer?
Why isn't Account offered for this customer?
Account is only offered when the customer has a credit account. Open the customer and check their Account Type is Credit Customer. See Account customers.
Why can't I offer Pay on Fulfilment at the till?
Why can't I offer Pay on Fulfilment at the till?
The customer pays Pay on Fulfilment orders when they’re delivered or collected, so it’s never taken at a till or on an event. It’s offered on orders only.
Can I delete a payment method?
Can I delete a payment method?
Archive it instead. It stops being offered anywhere, its payments stay in your reports, refunds and End of Day, and you can restore it later.
Do methods I add appear in reports?
Do methods I add appear in reports?
Yes. They work like the methods you started with and appear in your End of Day report, financial exports and transaction history.
What’s next?
Card Readers
Pair each card reader with the till it sits beside.
Devices
Register your tills and choose the methods each one offers.
Point of Sale
Take payments at the till, including gift cards and split payments.
Transactions
How payments and payment statuses work across your shop.