The POS Payments feature in Appliance.io gives you flexible, easy-to-use options for collecting payments and applying rebates directly from an order. Whether you’re handling financing, manual payments, customer credits, or AIO Pay, everything is designed to keep checkout fast, accurate, and stress-free.
This guide walks you through how to enable payment methods, add payments to an order, and apply rebates — all in one place.
📍 Accessing Quote Payments
To begin, open the order you’re ready to check out.
From the order page, click Add Payment / Rebates.
This opens the payment panel, where you’ll see all available payment methods for that order.
If you don’t see the payment type you need, it likely just needs to be enabled first.
⚙️ Enabling Payment Methods
To turn payment methods on:
Open the sidebar and click Settings
Select Payments
Review the list of available payment methods
Toggle on the ones you want to use
Once enabled, these payment options will appear when adding payments to orders.
💳 Financing Payments
Appliance.io supports four financing providers:
Synchrony
Wells Fargo
Acima
Snap
For all financing payments, two fields are always required:
Date
Amount
You can choose Paid in Full or 50% Down, depending on how the customer wants to pay.
Additional requirements by the provider:
Synchrony:
Promo Code and Authorization Code
Term Length is optional
Wells Fargo, Acima, and Snap: Term Length only
Once completed, the payment can be saved and applied to the order.
✍️ Manual Entry Payments
Manual Entry is used for common, offline, or non-integrated payment types. Available options include:
Credit Card – Requires an Approval Code
Check – Enter the Check Number
Cash – Only Date and Amount are required
Bank Transfer – Enter the Transaction ID
Write-Off – Same setup as Cash, with optional Notes
Other – Use for unique payment types and add a short description
Notes are optional for most manual payments and can be used for internal tracking or clarity.
🔄 Customer Credit
Customer Credit comes from refunded orders and can be applied directly to new orders.
When available:
Select Use All Customer Credits next to Paid in Full
If the credit covers the full order total, the payment is complete
If the credit is less than the total, it applies as a discount
Customer Credit is automatically tracked and updated after use.
📊 Credit Line
The Credit Line represents a credit amount you assign to a customer.
It allows customers to apply credit toward quotes or orders while helping your team track outstanding balances. Credit Lines can be managed from Customer Details.
💡 AIO Pay
AIO Pay is Appliance.io’s built-in payment solution, designed for fast, secure transactions.
AIO Pay supports:
Credit cards
Debit cards
ACH payments
And more
There are two ways to accept payment with AIO Pay:
Credit Card via Terminal
Select the Terminal Name
Enter the Date and Amount
Phone Payment
Enter the Date and Amount
Manually input the customer’s credit card details
Both methods apply payments to the order instantly.
🧾 Custom Payment Methods
Custom Payments allow you to create your own payment types directly from Payment Settings.
Requirements:
Date and Amount are required
Optional Additional Info fields can be configured in Settings
This option is ideal for business-specific or uncommon payment workflows.
🎁 Rebates
If an order qualifies for rebates — based on brand, model, or order value — they will appear automatically in the Rebates section.
To apply a rebate:
Check the rebate box
Click Apply Rebates
The rebate is immediately applied as a discount on the invoice.
🎉 You’re All Set!
That’s everything you need to know about taking payments and applying rebates in Appliance.io. It gives you the flexibility to handle checkout your way — quickly, accurately, and with confidence.