Payments

How each way your customers pay is booked in SAGE: one SAGE payment method for each Shopify payment method, a default for the ones not set yet, what counts as cash, and store credit as a voucher.

Payment methods at your tills

Settings → Payments lists the payment methods your tills take: the ones already used at a till, the usual ones in Portugal (cash, card, MB Way) and the ones you added. Each row shows the SAGE payment method it is booked on and one status. A row that needs you opens the exact field to fix.

zrsPOS can set up the missing ones in one go: Set up MB Way and Teya in SAGE lists each method with a tick, using one of yours where it fits or creating it in SAGE. It asks first, shows each step (checking SAGE · creating · checking it in SAGE) and reads each one back from SAGE before it saves it. A new SAGE payment method is created on the till report and never as cash.

Add payment method adds one that hasn't been sold yet. Pick it as it is named in Shopify POS; for one you made yourself, choose Other and type its name exactly as the Shopify POS payment screen shows it. A method you added and never sold can be removed from its page.

Shopify's test payments never show here.

One payment method

A method's page holds its SAGE payment method. Only your active SAGE payment methods are offered, each with what SAGE says about it ("cash", "not on the till report"); vouchers and inactive ones never are. When one of yours fits, zrsPOS suggests it; when none does, it can create it in SAGE (it asks first, then reads it back).

None means the method has none of its own: its sales are booked on the default, and each one raises an alert until you choose one.

Problems show at the field: a card booked as cash, a SAGE payment method off the till report, one that SAGE no longer has or that is inactive.

Before your shop is live, Save just saves. On a live shop, a change asks first: from the next sale, the method is booked on what you chose.

Different at some stores

A method can be booked on another SAGE payment method at one store (a card terminal of its own, for example). Open the method and use Add a store rule under Different at some stores: choose the store and its SAGE payment method. A rule counts only at its own store; every other store keeps the method's own.

Only the stores zrsPOS invoices can get a rule. Rules of stores zrsPOS no longer invoices sit in a muted group at the end and do nothing; you can remove them from their page.

Default SAGE payment method

Used for a payment method with none of its own. Its sales are booked on the default and each one raises an alert in Documents, so you can give it its own. Without a default, such a sale waits: zrsPOS never lets SAGE choose (it would book it as cash).

zrsPOS never suggests cash as the default while a card method has none of its own: a card payment booked as cash is wrong in SAF-T and counted in the drawer.

A store may still have a default of its own from before; the page lists it at the bottom, where you can remove it.

What counts as cash

Tick the SAGE payment methods that are money in the drawer. The till close uses this same list to count the expected cash. With nothing ticked, zrsPOS counts the ones SAGE marks as cash (SAF-T) and the one Cash is booked on.

A card's payment method never belongs here: a tick used by a card, MB Way or the default is flagged at that tick, with the fix (untick it).

Store credit as a voucher

Book as a voucher makes the credit note of a return the voucher the customer later pays with: a sale paid with store credit redeems it in SAGE. Choose the Voucher first, from your SAGE's voucher payment methods; zrsPOS never creates one (your SAGE partner does). Switch it on once your SAGE partner confirms it.

A voucher pays one kind of credit note. If a store issues its credit notes as another kind (in its own credit série), give that store its own voucher under Different at some stores; until then the page names the store. Its store-credit sales still issue, but SAGE may book them on another voucher.

While it is off, store credit is an ordinary payment method at your tills: Store credit payments in the list, with a SAGE payment method of its own (never a voucher), or the default.

Online orders refunded at the till

When an order paid online (PayPal, Shopify Payments online…) is refunded at the till, the credit note carries that order's payment method. Those methods are listed apart, under Online orders refunded at the till. They are only needed for such refunds and never block going live. They never use the default: a card refund must not show up as cash leaving the drawer, so with none chosen that refund waits until you choose one.

What Working means

Payments is Working when:

there is a default SAGE payment method;
every payment method sold at your tills is booked on a SAGE payment method SAGE has and that is active, at every store;
no card or MB Way is booked as cash;
with store credit booked as a voucher, a voucher SAGE has is chosen.

A method on the default, a SAGE payment method off the till report and online methods are shown on their rows but don't block going live.

Problems

Each one has a page that says what you see, what happened and what to do.

Returns and exchanges

Credit notes carry the method the money went back by: its own SAGE payment method, if it has one; otherwise the one SAGE recorded on the original sale; otherwise the default (with an alert).
Exchange invoices carry the order's own methods (plus the difference paid, if any).
Store-credit credit notes carry no payment method: the credit note itself is the voucher.