Payment Methods

Overview

Payment methods are the ways your customers can pay. Each one you set up appears as a tile on the POS payment screen. This is also where you switch on paying with loyalty points and store credit.

Open Payment Methods (/payment-methods) in the sidebar to manage them.

Default setup

Bean & Brew example: accept Cash, plus let members pay with points and store credit.

Create one payment method for each:

1. In the sidebar open Payment Methods, then click Create.
2. For Cash: set Label to Cash, choose the Type Cash, tick the POS channel, set an Order number, and Save.
3. Repeat for Type Loyalty (label it Points) and Type Store Value (label it Store Credit).

Your POS payment screen now shows Cash, Points, and Store Credit tiles.

All fields

Field	What it does
Label	The payment method's name in the admin and member app.
Label On POS	The name shown on the POS tile (can differ from Label).
Order	The tile's position on the payment screen. Must be unique.
Is Default	Pre-selects this method on the payment screen.
Outlets	Which outlets offer this method.
Channels	Where it is available — POS, Kiosk, Customer.
Outlet Register	(Kiosk channel) The register the kiosk method is tied to.
Type	The kind of payment — see below.

A couple of field behaviors worth knowing:

• Order must be unique. When you create a method, the form auto-suggests the next free Order number. You can change it, but no two methods may share the same Order.
• Kiosk channel reveals Outlet Register. Tick the Kiosk channel and an Outlet Register selector appears. Pick the register to tie this kiosk method to a specific kiosk till. The selector only shows for the Kiosk channel.

Payment method types

You can set these up yourself

Type	What it is
Cash	Cash payment.
Loyalty	Lets members pay with loyalty points.
Store Value	Lets members pay with store credit.
Custom	A custom method that posts to an endpoint you provide (with an optional fixed amount and payload).
Manual PayNow	A manually confirmed PayNow payment.

You can set up exactly these five yourself

Unless you are a Rewardly staff superAdmin, the Type dropdown lets you create only Cash, Loyalty, Store Value, Custom, and Manual PayNow. All other types — Adyen, Stripe, FIUU, PayNow, Airwallex, DCS, DCS Wallet, X800, KPay, T05, and TapToPay — are set up by the Rewardly team (see below).

Custom type config

When you choose Type Custom, an extra config block appears. Use it to post the payment to your own endpoint:

Field	What it does
Endpoint URL	The URL the POS calls when this method is used. It is validated, so it must be a well-formed URL.
Fixed Amount	(Optional) A fixed amount to charge for this method, instead of the basket total.
Payload	A JSON editor for the body sent to your endpoint.

Keep the payload valid

Payload is a JSON editor — make sure the JSON is well-formed and only contains fields your endpoint expects. A malformed payload will fail at checkout.

Card terminals and gateways

Integrated card and gateway payments — Adyen, Stripe, FIUU, PayNow, Airwallex, DCS, KPay, T05, and others — require gateway credentials and are set up by the Rewardly team. If you need one of these, contact Rewardly support; once it's enabled it appears as a Type option here.

Points and store credit need a payment method

Even though "Allow redeem loyalty" is switched on in Merchant Settings, members can only pay with points or store credit at the POS if a Loyalty and a Store Value payment method exist.

Related

• PaymentOS Overview — all the ways to take payment.
• Card & Terminal Payments · QR & Digital Wallets — gateway-based methods.
• Loyalty Points — enabled as a payment method here.
• Store Credit — enabled as a payment method here.
• At the Counter — how payment methods appear during a sale.