How to add custom tenders to FlexiPOS

Overview

Custom tenders allow you to accept payment methods other than the standard EFTPOS, Cash, and Student Card options.

Once a custom tender has been added and enabled in Settings, it will appear as a selectable payment method during checkout.

You can use custom tenders for payment methods such as:

• Vouchers
• IOUs
• Gift cards
• Store credit

Before You Begin

Please ensure that:

• You have access to the Settings screen in FlexiPOS.
• You have decided on a clear name for the payment method.
• The payment method name contains no more than 12 characters.
• Your staff understand when the custom tender should be selected at checkout.

Step 1: Open Settings

From the FlexiPOS main screen:

1. Tap the hamburger menu icon (☰) in the top-left corner.
2. Select Settings.

Step 2: Find Other Tenders

Scroll down to the Payment section.

Under Other Tenders, select Add other payment tenders.

The Add other payment tenders window will appear.

Step 3: Enter the Payment Method Name 

In the Name of payment method field, enter the name of your custom tender.

For example:

• Voucher
• IOU
• Gift Card
• Store Credit

Note: The payment method name has a 12-character limit. A character counter appears below the field to help you stay within this limit.

Step 4: Save the Custom Tender

Select the green Add button to save the custom tender.

The new payment method will appear in the Other Tenders list. It will be enabled by default and will include options to edit or remove it.

To close the window without saving, select Cancel or the × icon.

Managing Existing Custom Tenders

Once you have added a custom tender, you can manage it from the Other Tenders section in Settings.

Enable or Disable a Tender

Use the toggle next to the tender name to enable or disable it.

• When enabled, the tender is available during checkout.
• When disabled, the tender does not appear as a payment option.

Disabling a tender allows you to temporarily remove it from checkout without permanently deleting it.

Edit a Tender Name

Select Edit next to the tender you want to rename.

Enter the updated name and save your changes.

Note: The updated name must also be no more than 12 characters.

Remove a Tender

Select Remove next to the tender you want to delete.

Once removed, the tender will no longer appear on the checkout screen.

Important: Removing a tender is permanent and cannot be undone. If you may need the payment method again, consider disabling it instead.

Using a Custom Tender at Checkout

After a custom tender has been added and enabled, it can be selected during a sale.

To use a custom tender:

1. Add the required items to the cart.
2. Select Other Tenders in the bottom-right corner of the payment panel.
3. Review the Total amount to be paid.
4. Select the required custom tender, such as Voucher or IOU.
5. Complete the transaction.

Only custom tenders that are currently enabled in Settings will appear as payment options.

Troubleshooting

The Custom Tender Does Not Appear at Checkout

Confirm that:

• The tender was successfully added.
• The tender is enabled in Settings.
• The payment method name was saved correctly.
• FlexiPOS has returned to or refreshed the checkout screen after the tender was added.

The Payment Method Name Cannot Be Saved

Check that the name:

• Is no more than 12 characters.
• Is not blank.
• Has been entered in the Name of payment method field.

If the name is too long, use a shorter version that staff can easily recognise.

A Tender Was Removed Accidentally

Removed tenders cannot be restored. You will need to add the payment method again by selecting Add other payment tenders.