Summary
Alternate payments are miscellaneous forms of payment used instead of cash, credit card or gift card. These might include gift certificates, loyalty programs (e.g., pasta points), house accounts, etc.
Configuration
In ECM, configuration is managed in two areas:
- Financial - Alternate types of payment are configured under the Financial tab.
- Jobs - Permission are granted to specific jobs to use specific types of alternate payments.
Add Alternate Payments
Path: Financial > Alternate payments
- Click Add Alternate Payment to display window
| Area | Description |
|---|---|
| Name | Name of the alternate payment to be displayed on the app |
| Description | Description of the alternate payment |
| External Code | Numeric code used by third-party systems |
| Active | Select to make the alternate payment active |
| Make Alt. Payment available for these jobs | Select the jobs that can apply this alternate payment; can select all by selecting Available in column header |
| Posting Interface | Select if applicable (Options: None, PMS) |
| Requires Member Account | Select if the alternate payment type requires a member account Requires account feature toggle: Enable Alternate Payment Requires Member |
Save | Click Save to save changes and close window |
Edit Alternate Payments
- Click the edit (pencil) icon to open the edit screen for an alternate payment.
- Make changes as needed.
- Select or clear the Active checkbox to make active or inactive.
- You can also edit the Name, Description or External Code from the Alternate Payments grid by clicking in the text field and revising the text.
- Select or clear the checkbox to make active or inactive.
- Click Save Changes to save changes or Cancel changes to discard changes when done.
Jobs - Permission to use alternate payment
Path: Users > Jobs
Users must have permission set under their jobs to use alternate payments. In Jobs, select the alternate payments that the job can use.
- Select a job, click Alternate payments
- Select specific alternate payments to provide permission for the selected job type to use.
Operation
On the application's Payment screen, tap Alternate in the payment options bar at top.
The user can select an alternate payment from the list of alternate payment types. (The alternate payments that the user's job is allowed to use will be displayed.)
The type will also appear in the check screen at left.
Requires Member Account
If "Requires Member Account" was selected on the Alternate Payment configuration, the member account must be selected before the alternate payment can be applied.
- Option 1 - Add member account on ordering screen:
- On the ordering screen, tap the customer icon below the check panel to open the Rewards pop-up. Enter the customer's information to locate and add their account to the check.
- Option 2 - Add member account on payment screen:
- Select Alternate payment on payment screen
- Tap Apply Payment
- Alert message is displayed: Unable to Apply Payment is displayed
- Tap OK to dismiss message
- Rewards pop-up is shown. Enter the customer's information and proceed with payment
