Settings
Create, Edit and Retire Payment Methods
Payment methods are the cashier-facing labels used at tender and in reports. Keep them short, distinct and tied to a real reconciliation source.
- Menu path
- Settings -> Core Settings -> Payments -> Payment Modes
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html pay-sub-modes Payment Fields table, frontend/modals/payment.html Add Payment Field sidebar payment_value input, frontend/static/script/js/modules/js/settings.js paymentTable addPaymentField editPaymentField deletePaymentField, frontend/static/script/js/modules/js/sales.js showPaymentMode
Where Payment Methods Live
Payment methods are configured in Core Settings under Payments. Posnic always exposes Cash, can expose Razorpay when the gateway is enabled, and adds each configured Payment Mode as a selectable tender label.
- Use Payment Modes for real cashier choices such as Card, UPI, Bank Transfer, Store Credit or Wallet.
- Do not create duplicate labels for the same settlement account.
- Do not use a payment label as proof that the money settled; it is a classification that must be reconciled.
Create a Method
- Open Settings -> Core Settings.
- Select Payments.
- Select Payment Modes.
- Click New.
- Enter the Method name exactly as cashiers should see it.
- Save the method.
- Return to Payment Modes and confirm the new row appears.
- Open Home -> New Sale, click PAY and confirm the method appears in the PAYMENT panel.
Naming Rules
The current Payment Field form validates the Method field as required with a short maximum length. That is intentional: cashiers need labels they can understand at a glance while a customer is waiting.
- Prefer short labels such as Cash, Card, UPI, QR, Wallet or Bank.
- Use one spelling consistently across training, reports and provider settlement sheets.
- Avoid labels such as Other 1 and Other 2 because close review becomes guesswork.
- Create a separate label only when the close process checks a separate drawer, machine or provider statement.
Edit or Delete Methods
| Action | Use when | Check before changing |
|---|---|---|
| Edit | The label is misspelled or the shop wants clearer wording. | Old reports may still show the old wording, so document the date changed. |
| Delete | The method is unused or retired. | Make sure no cashier should select it today. |
| Add replacement | A new provider, card machine or wallet is live. | Run one test sale and compare it with the provider record. |
| Leave Cash alone | Cash is the normal physical drawer method. | Use cash register and day-close controls for drawer proof. |
Tender Verification
- Create or edit the payment method.
- Start a test sale with one low-value item.
- Open PAY without saving if you only need to confirm UI availability.
- Select the new method button.
- Confirm Pay amount, Paid/Unpaid status and customer state are correct.
- Save only in a training shop or approved demo account.
- Check Sales History, Payment Reports and Day-End Summary for the payment label.