Payment Methods

WebWorkstation

Payment Methods control which tenders staff can use in Salespoint. Use this page to turn standard payment methods on or off and to create custom payment methods for business-specific workflows.

Open Admin > ZynoSales > Payments, then select the Payment Methods tab.

Standard Payment Methods

Admin Payment Methods screen showing standard payment method toggles and custom payment method rows — Payment Methods combines built-in tender toggles with sortable custom methods and reference requirements.

The Standard Payment Methods section includes four toggles:

Method	Enables
Cash	Cash payments and cash refund recording
Check	Check payments and check references
Card	Card payments through Stripe account, terminals, readers, keyed cards, and saved cards
Gift Card	Gift card redemption in Salespoint

Select a method to toggle it on or off, then select Save Payment Methods.

Changes affect which options appear in Salespoint payment flows. They do not rewrite historical transactions.

Custom Payment Methods

Custom payment methods let staff record payments that are not one of the built-in types. Common examples include:

House account
Store credit
Voucher
Comp
External financing
Money order

The custom-method table shows each method's Name, Reference requirement, and Status.

Add a Custom Payment Method

Select Add Custom Payment Method.
Enter the display Name.
Choose the Reference # requirement.
Select Create.

Reference behavior can be:

Reference #	Behavior
None	Staff are not asked for a reference number
Optional	Staff may enter a reference number
Required	Staff must enter a reference number before completing the payment

Use a required reference for methods that must reconcile to an outside system, such as a voucher number, authorization number, or house-account approval.

Edit, Disable, or Delete a Custom Method

Select a custom method row to edit it.

Update Name when the staff-facing label should change.
Change Reference # when reconciliation needs change.
Clear Active to hide the method from new payments without deleting it.
Use the delete icon only when the method should be removed from configuration.

Inactive methods are not available for new payments, but existing transactions still keep their recorded payment history.

Sort Custom Methods

Drag custom methods by the handle in the table to change their order. The order controls how custom methods are presented to staff in payment workflows.

Payment Methods ​

Standard Payment Methods ​

Custom Payment Methods ​

Add a Custom Payment Method ​

Edit, Disable, or Delete a Custom Method ​

Sort Custom Methods ​