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We make taking payments super easy. Let's run through the simple settings you need to configure before taking that first one.

Whether it's cash, card, bank transfers, checks, credit lines, customer account credit or financing, we've got you covered.

You've got credit cards, phone payments, and refunds
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We have your default toggle set to on. This means each of these payment methods are available to be used through the platform. Simply toggle each of the individual options off if you don't plan to use them.You have the option to set payment maximums for both the credit card and phone payments.
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Notice that the refund max amount is already defaulted based on the total payment amount. This means no one can be refunded more than their original payment amount on any order. It is recommended that you keep it toggled on.

Now, let's check out the terminal settings. Select the Terminal Settings button from the top right.
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Once you have terminals listed, they will populate here.

We show you the location of each terminal, the terminal name, terminal model, and the serial number associated with that specific terminal. This number is located on the back of the terminal itself, FYI.

You can edit these delineations at any time by selecting that edit pencil, like normal.
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And of course, delete any terminals you may need to in the future by selecting the trash bin icon.

You can also search for your terminals or view them by location by selecting from the drop down at the top of the page.
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Okay. Let's add a new terminal. Just click the Add a New Terminal Button at the top right of your screen.
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First, select the location of your new terminal from the drop down. If you need to add a location, you can find that in company settings.
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Next, you're going to give the terminal a name. You can choose any name. Typically, it would remind you where it is placed, like Jake's desk, for example.
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Go ahead and select your terminal model from the drop down options.
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Lastly, just enter the nine digit serial number found on the bottom of your terminal. No dashes please.
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And now you will see your new terminal on your list. Easy.
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Okay. Let's go back to the main page. Click the back arrow to the left of AIO Pay Terminal Settings at the top.
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Alright. We've got three main sections, financing, manual entry, and customer account credit.

These are all of your financing options. If it's there, it's integrated with us. Just toggle on what you want to use and set those max amounts.

These are your manual entry options. You would use these for anything outside of AIO pay.

These are credit cards that are run on a system outside of the platform or keyed in credit cards, for example.
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This when you are accepting Checks.
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Good old CASH and bank transfers. So while you are not processing these payment types inside the system, you will still record the payments inside the orders. For any manual entry payment, you have the option to also record a transaction number or note.
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Write offs would refer to maybe a donation you made and other is just that. We want you to have every way possible to record payments. In fact, let's say you were using financing that is not yet integrated with AIO pay. Yep. You guessed it. Other is what you would use.

Don't forget about those refund boxes in each of these sections. Just confirm they have the status you want.

The last section is customer account credit. You may come across various reasons for your customer to accumulate credit. And when those customer credits are applied, this would be how you log those.

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