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Table of Contents

Set up and manage tenders

Learn how to set up the payment types that your restaurant accepts on the Eats365 POS or on the Merchant Portal.

Tenders allow you to set the type of payments your restaurant can accept. You can select from a preset of tender types or create a new tender type. 

In this article, you’ll learn how to set up the tender types that your restaurant accepts, as well as, learn how to create a Custom Tender Type.

Set up Tenders

To set the payment type accepted by your restaurant, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Tenders.
  4. Under Tender Types Accepted, tap the tender types that your restaurant accepts. To select all tender types, toggle on Include All.
    Note: A blue check mark appears next to the item that you selected.
  5. To add a remark request for non-cash tender, turn on Remark Request for Non-Cash Tender . 
    Note: When enabled, a prompt appears on the payment screen to enter remarks for non-cash payments.
  6. To set a default tender, scroll down to Default Tender Type, then select the type of tender that you want to use as the default when a payment is processed.  The default tender type will be automatically selected during payment.
  7. At the top right, tap Save to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Tender.
  4. Next to the tender type that you want to add, click on the checkbox.
  5. At the top right, click on Save to confirm.
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Tenders.
  4. Next to the tender type that you want to add, click on Activate.
  5. At the top right, click on Save to confirm.
Delete

Add a Custom Tender Type

Custom Tender Type allows you to add a tender that’s not currently available in the list of payment presets.

To add a Custom Tender Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Tenders.
  4. Under Custom Tender Types, tap Add Custom Tender Type.
  5. Enter the tender type name. 
  6. To add a remark request for your custom tender, turn on Remark Request .
    Note: When enabled, a prompt appears on the payment screen to enter remarks for non-cash payments.
  7. If the custom tender is a cash voucher, turn on Cash Voucher .
    Tip: You can also create a custom tenderthat exclusively records any unconsumed cash voucher amount. Follow the steps below for a sample setup:
    1. Create a TenderReport
      1. Tap Add Custom Tender Type.
      2. Enter your preferred report name. For example, “Forfeited Tender Report.”
      3. At the top right, tap Save to confirm.
    2. Create a Cash Voucher Tender
      1. Tap Add Custom Tender Type.
      2. Enter your preferred Cash Voucher name. 
      3. On the Tender for Forfeit drop-down list, select the Tender Report that you’ve previously created. For example, “Forfeited Tender Report.”
      4. At the top right, tap Save to confirm. Once complete, any unconsumed cash vouchers are recorded and should appear in the Daily Closing Report, Shift Report, and Reconciliation Report.
  8. If you want the cash drawer to open automatically when you select this tender type, turn on Open Till .
  9. To set a default amount tendered for the tender type you’re creating, enable Fixed Tender Amount. Then, enter an amount. When this tender type is selected during payment, the Fixed Tender Amount will be the default amount in the “Amount Tendered” field.
  10. To enable access for different staff roles, toggle the switch next to the staff role.
  11. At the top right, tap Save to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Restaurant Settings. 
  3. Click on Tender Settings. Then, select Custom Tender Type.
  4. At the top right, click on +Custom Tender Type.
  5. Enter the tender type name. 
  6. To add a remark request for your custom tender, turn on Remark Request .
    Note: When enabled, a prompt appears on the payment screen to enter remarks for non-cash payments.
  7. If the custom tender is a discount coupon, turn on Discount Coupon .
    Tip: You can also create a custom tender that exclusively records any unconsumed discount couponamount. Follow the steps below for a sample setup: 
    1. Create a TenderReport
      1. Tap Add Custom Tender Type.
      2. Enter your preferred report name. For example, “Forfeited Tender Report.”
      3. At the top right, click on Save to confirm.
    2. Create a Discount CouponTender
      1. Tap Add Custom Tender Type.
      2. Enter your preferred Discount Coupon name. 
      3. On the Tender for Forfeit drop-down list, select the Tender Report that you’ve previously created. For example, “Forfeited Tender Report.”
      4. At the top right, click on Save to confirm. Once complete, any unconsumed discount coupons are recorded and should appear in the Daily Closing Report, Shift Report, and Reconciliation Report.
  8. If you want the cash drawer to open automatically when you select this tender type, turn on Open Till .
  9. To set a default amount tendered for the tender type you’re creating, enable Fixed Tender Amount. Then, enter an amount. When this tender type is selected during payment, the Fixed Tender Amount will be the default amount in the “Amount Tendered” field.
  10. To enable access for different staff roles, toggle the switch next to the staff role.
  11. At the top right, click on Add to confirm.
Delete

Note: Once created, your Custom Tender Type automatically appears on the POS.

 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings. 
  3. Click on Tender Settings. Then, select Custom Tender Type.
  4. At the top right, click on +Add Custom Tender Type.
  5. Enter the tender type name. 
  6. To add a remark request for your custom tender, turn on Require Remarks Input .
    Note: When enabled, a prompt appears on the payment screen to enter remarks for non-cash payments.
  7. If the custom tender is a discount coupon, turn on Discount Coupon .
    Tip: You can also create a custom tender that exclusively records any unconsumed discount couponamount. Follow the steps below for a sample setup: 
    1. Create a TenderReport
      1. Tap Add Custom Tender Type.
      2. Enter your preferred report name. For example, “Forfeited Tender Report.”
      3. At the top right, click on Save to confirm.
    2. Create a Discount CouponTender
      1. Tap Add Custom Tender Type.
      2. Enter your preferred Discount Coupon name. 
      3. On the Tender for Forfeit drop-down list, select the Tender Report that you’ve previously created. For example, “Forfeited Tender Report.”
      4. At the top right, click on Save to confirm. Once complete, any unconsumed discount coupons are recorded and should appear in the Daily Closing Report, Shift Report, and Reconciliation Report.
  8. If you want the cash drawer to open automatically when you select this tender type, turn on Open Till .
  9. To set a default amount tendered for the tender type you’re creating, enable Fixed Tender Amount. Then, enter an amount. When this tender type is selected during payment, the Fixed Tender Amount will be the default amount in the “Amount Tendered” field.
  10. To enable access for different staff roles, toggle the switch  next to the staff role.
  11. Click on Save to confirm.
Delete

Note: Once created, your Custom Tender Type automatically appears on the POS.

Delete

Manage Custom Tender Type

Edit a Custom Tender Type

To update a Custom Tender Type, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Tenders.
  4. Under Custom Tender Types, tap the Custom Tender Type that you want to edit. You can also tap the three-dot menuthen tap Edit .
  5. Update the Custom Tender Type.
  6. At the top right, tap Update to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Custom Tender Type.
  4. Next to the Custom Tender Type that you want to update, click on Edit.
  5. Update the Custom Tender Type. 
  6. At the top right, click on Save to confirm.
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Custom Tender Type.
  4. Next to the Custom Tender Type that you want to update, click on Edit.
  5. Update the Custom Tender Type. 
  6. Click on Save to confirm.
Delete

Delete a Custom Tender Type

To remove a Custom Tender Type, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under Settings, tap Tenders.
  4. Under Custom Tender Types, tap the Custom Tender Type that you want to delete. You can also tap the three-dot menuthen tap Remove .
  5. At the top right, tap Delete.  A prompt appears to confirm if you want to delete the CustomTender Type. 
  6. Tap Delete to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Custom Tender Type.
  4. Next to the Custom Tender Type that you want to update, click on Delete . A prompt appears to confirm if you want to delete the Custom Tender Type.
  5. Click on OK to confirm.
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings, then click on Tender Settings. 
  3. Select Custom Tender Type.
  4. Next to the Custom Tender Type that you want to update, click on Delete . A prompt appears to confirm if you want to delete the Custom Tender Type.
  5. Click on Confirm.
Delete

Create Quick Key for Cash Payment

Quick Keys allow you to easily choose a payment value on the payment screen.

Delete

Tip: You can define the Quick Key values by the banknote values of your currency. For example, if you’re in Hong Kong, you can create a quick key for 10, 20, and 50 values.

To create a Quick Key for Cash Payment, follow the steps below: 

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Tenders.
  4. Under Quick Key for Cash Payment, enter the quick keys that you want to have. 
    Note: You can add up to four quick keys.
  5. At the top right, tap Save to confirm.

Auto Fill Amount Tendered

The Auto Fill Amount Tendered setting speeds up the payment process by automatically filling out the Amount Tendered field on the POS.

If you want the POS to fill the amount tendered automatically, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Advanced Settings, tap System Preferences.
  4. Scroll down to Payment, then turn on Auto Fill Amount Tendered .
  5. At the top right, tap Save to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Advanced Settings, then click on System Preferences. 
  3. Select General.
  4. Scroll down to Payment, then turn on Auto Fill Amount Tendered .
  5. At the top right, click on Save to confirm.
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Advanced Settings, then click on System Preferences. 
  3. Select Cashier Preferences.
  4. Scroll down to Payment, then turn on Auto Fill Amount Tendered .
  5. At the top right, click on Save to confirm.
Delete
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