How to Customize Payment Methods

Now, it is possible to set the payment methods for all Offices within the company using your POS register as well as IndicaOnline Web. In order to do that, you should have the Manage Payment Method permission enabled in the Staff profile under the General section. If you had the POS Manager permission before the update, Manage Payment Method will be activated for you automatically. The permission will be off for newly created staff members by default.

To customize your Payment Methods, do the following:

• Log in to your IndicaOnline account, go to Config in the lower left side of the screen and click the Settings tab.

• Scroll down to the Payment Methods section and select the payment types your store accepts.  Leave the Unpaid Balance checkbox blank if your dispensary does not allow outstanding orders and remember to click the Save button to apply the changes.  

 The Store Credit payment method will not be available at check out if the patient does not have any store credits or if the Use Bonus Points As Discount Only is turned on. Also, paying with Potify Credit is possible only if Potify Loyalty Program is enabled in the Office. 

The same adjustments can be done on your POS register by navigating to Settings ⇒ Payment Methods.

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