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Configure Payment Type

¶¶ÒõCloud Portal → Data Management → Back Office Settings → Payments

To configure payment types available to Suite Catering Admin Portal and SuiteSpot, the venue staff must follow the process outline in the table. Note that each step is its own process.

Step

Process

Description

1

Create Payment Type

Create new payment types

Note

  • The Suite Catering Admin Portal and SuiteSpot support three payment classes: Custom, Credit Card, and House Account

  • If the payment type is invoice, Payment Class and House Account Type must be set to House Account and ¶¶ÒõHouse Account respectively.

  • If you set Payment Class and House Account Type of a payment type to House Account and ¶¶ÒõHouse Account respectively, but instead of setting its name to invoice, you set it to some other value, such as Honor Pay (which is not recommended),  Honor Pay will be displayed via the ¶¶ÒõCloud Portal → 4-Dot Menu → Suite Catering → Orders → Order List → an order → Payments → Payment Method dropdown. However, this payment type is still considered as an invoice payment type and invoice-related pages on the Suite Catering Portal and SuiteSpot will still use the word "Invoice".

2

Create Payment Type Scheme

Create payment type schemes and add payment types to payment schemes

3

Assign Payment Type Scheme

Assign payment schemes to terminal schemes

4

Assign Terminal Scheme to Terminal

Assign terminal schemes to terminals

5

Select Terminal

Navigate to ¶¶ÒõCloud Portal → Suite Catering → Suite Admin Settings → Ordering Settings → Terminal and use the SuiteSpot Terminal and Admin Portal Terminal dropdowns to select terminals

It is also important to note the following:

  • If the Account Invoicing toggle is turned off via the ¶¶Òõportal → 4-Dot menu → Suite Catering → Accounts → an account → Payments → Account Invoicing, payment types of the House Account class are unavailable on the SuiteSpot but are still available on the Suite Catering Admin Portal.

  • If the Allow Custom Payment Types toggle is turned off via the ¶¶ÒõCloud Portal → 4-Dot Menu → Suite Catering → Accounts → an account → Payements → Custom Payment Types, payment types of the Custom class are unavailable on the SuiteSpot but are still available on the Suite Catering Admin Portal.

See also: