Payment Method Setup

To configure your payment methods, go to Settings > Payment methods in the back office. Click + payment method and select a payment type:

To create a payment method, give the method a name, select which store(s) the method can be used and select the method type. Ensure the method is set to Active; only active methods will appear on the POS app. You can also select if this method appears as a refund method on the POS by ticking the Allow refunds option.

Once a payment method type is selected, a default icon will be displayed, you have the option to change the icon from a library of icons available.

A report is available for gift card sales, store credit issued, on-account sales, layby sales. Please refer to the Payment methods section within the POS help centre for information on how to accept payments using different payment methods.

To create a cash payment method, select cash as the type. Ensure all fields are populated as required and click save. If the payment method is active, this will appear as a payment option on the POS app.

To create a card payment method, select card as the type. Ensure all fields are populated as required and click save. If the payment method is active, this will appear as a payment option on the POS app.

If you are using Paymentsense or Dojo, select the option under Payment Integration. The default icon will be displayed to match the payment provider, and an Account setup section will be displayed.

Enter the Host URL and API key provided by Paymentsense or Dojo, you'll have received this information directly from Paymentsense or Dojo via email. Alternatively please contact your Paymentsense or Dojo account manager for assistance.

Once the details have been entered, click Connect then you'll be asked to connect a TID which is the unique ID for each terminal/card machine in case you have multiple card machines. Once you connected, the payment total will be sent to the card machine when you select card (or the card method name specified) as the payment type.

Gift Cards can be added as a tender option through the Payment Methods page, which will display them on the payment screen. To sell them, they must also be set up in the Gift Cards page.

If you use Xero accounting, we recommend connecting your Xero account to Saledock. By connecting your account, Saledock will automatically sync all your transactions and purchase orders to Xero.

Should you choose to enable on-account sales, a Xero invoice will be automatically generated when an on-account sale is processed. The Xero invoice will be available to view from the On-account report.

To connect your Xero account, please refer to the Xero section within the Integration help centre.

If you accept on-account sales but do not use Xero accounting, Saledock will generate invoices for on-account sales.

Select On-account as a payment method then specify your payment length terms in Invoice Terms and add your bank account details within the Invoice settings section below. These details will be displayed on the PDF invoice generated by Saledock.

All on-account sales can be viewed and managed from the On-account report. From within this report, you can view all on-account sales, and download, email, void and mark invoices as paid.

Store credit can be issued to a customer in pace of a refund to then be spent at a later date. Ensure you tick "Allow Refunds"

You can use Other for any other payment option you wish to use. This could be different finance options. If you are using Xero, all payment methods created will be displayed on the Xero setup page so each can be individually mapped to the respective accounts in Xero.