Who is this for?
StoreHub merchants who need to set up, update, or remove payment methods (like credit cards, e-wallets, or custom options) in their BackOffice for use on the POS app.
Overview
This guide will show you how to add new payment options, edit existing ones, and delete or disable payment options in your StoreHub BackOffice. You'll also learn how to use these additional payment methods when checking out on your POS Register.
Managing your payment options correctly ensures you can accept all the ways your customers want to pay.
Before You Begin
Payment Method Details: Have the names and types of payment methods you want to add (e.g., 'GrabPay', 'Credit Card (Manual)').
Integration Notes:
Additional Payment Options only apply to StoreHub POS. They do not apply to Beep Delivery, Beep QR, or Ecommerce.
StoreHub supports integrated terminals like GHL for seamless card payments and QR payment functionality with Kasikorn Bank (KBank).
EDC machines (for credit/debit cards) must be manually entered as they do not integrate directly with StoreHub.
Step-by-Step Guide
Add a New Payment Option
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Payment Options'.
2. On the 'Payment Options' page, tap '+ Add Payment Option'.
3. Enter the required fields for your new payment option:
a. 'Name': Give the payment option a clear name (e.g., 'GrabPay', 'Credit Card (Manual)').
b. 'Type': Select the type of payment (e.g., 'Cash', 'Credit Card', 'E-Wallet', 'Other').
c. 'Stores': Select which store(s) this payment option will be available at.
d. 'Registers': Select which register(s) in your store this payment option will be available on.
Note:
If the payment option you're adding is not integrated with StoreHub (e.g., EDC machines or other non-integrated devices), select 'Custom' under Type.
4. Tap 'Save'. Your new payment option will now appear on the list.
Note:
For MY merchants, tick the checkbox for 'include in e-Invoice Issuance and Consolidation' if you have enabled e-Invoice for your business.
Edit an Existing Payment Option
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Payment Options'.
2. On the 'Payment Options' page, find the payment option you want to edit. In the 'Actions' column, tap the 'Edit' button.
3. Update any of the payment option details as needed (e.g., 'Name', 'Type', 'Stores' and 'Registers).
4. Tap 'Save' to apply your changes.
Delete or Disable a Payment Option
1. In your StoreHub BackOffice, go to 'Settings', then tap 'Payment Options'.
2. On the 'Payment Options' page, find the payment option you want to delete or disable. In the 'Actions' column, tap the 'Delete' or 'Disable' button.
3. A confirmation message will appear. Click yes to confirm the action.
Note:
Disabling a payment option makes it unavailable on the POS app but keeps its record in BackOffice. Deleting a payment option permanently removes it.
How to Check Out Using Additional Payment Options
After you've added your payment options in BackOffice, you need to sync your POS app to use them.
1. Open your StoreHub POS app and perform a 'Sync' twice to ensure all new payment options are updated.
2. When charging a bill on the POS app, your most frequently used payment options (up to 5) will be immediately visible on the checkout screen.
3. If you have more than 5 payment options, tap the 'Others' button to see the full list.
4. Select the desired additional payment option from the list to complete the transaction.
Troubleshooting
Issue | Solution |
New payment options not appearing on the POS app. | After adding payment options in BackOffice, open your StoreHub POS app, go to the main menu, and tap 'Sync' twice to pull the latest data. |
Integrated payment terminal (e.g., GHL) is not working. | Ensure the terminal is powered on, connected to the internet, and properly paired with your POS device. Check the terminal's own settings and contact your payment processor's support if issues persist. |
FAQs
1. Can I reorder the payment options on the POS screen?
StoreHub automatically displays the 5 most frequently used payment options. You cannot manually reorder them.
2. What is the difference between an 'Integrated' and 'Manual' payment option?
'Integrated' payment options connect directly with a payment terminal (like GHL) to automatically process transactions. 'Manual' options require you to enter the transaction amount into the POS app after processing it on a separate device (like an EDC machine).
3. Can I track sales by each payment method?
Yes, StoreHub provides reports that break down your sales by payment method. You can find these reports in your BackOffice under 'Reports'.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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