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Managing Templates for Offline Cash Payment Methods

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Bytimothy A
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Overview: 

Managing templates for offline cash payment methods allows you to create and customize predefined instructions or formats for accepting cash payments. This ensures consistency, reduces errors, and provides clear guidance to staff and customers on how to complete offline transactions.
Step 1: On your Dashboard, scroll down to the Sales section and click on Settings.
Step 1: On your Dashboard, scroll down to the Sales section and click on Settings.

Step 2: You will then be navigated to the Ecommerce Settings tab.

Step 2: You will then be navigated to the Ecommerce Settings tab.

Step 3: Click on Payments to navigate.

Step 3: Click on Payments to navigate.

Step 4: You will then be taken to the Payments section.

Step 4: You will then be taken to the Payments section.

Step 5: Scroll down and click on Manage Templates to proceed.

Step 5: Scroll down and click on Manage Templates to proceed.

Step 6: A pop-up window will appear, allowing you to manage your templates.

Step 6: A pop-up window will appear, allowing you to manage your templates.

Step 7: You can then choose a payment method from the dropdown menu and click it to proceed.

Step 7: You can then choose a payment method from the dropdown menu and click it to proceed.

Step 8: Once clicked, it will display the selected payment method’s details, where you can make changes and manage them if needed.

Step 8: Once clicked, it will display the selected payment method’s details, where you can make changes and manage them if needed.

Step 9: Once all is set, click Save to apply the changes.

Step 9: Once all is set, click Save to apply the changes.

Step 10: A pop-up notification will appear, confirming that the update was successful.

Step 10: A pop-up notification will appear, confirming that the update was successful.

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