Tender methods setup

A tender method is a payment button on the register: cash, a card, a voucher or a charge to the customer's account. Each method in Bitta Retail POS decides how the register behaves when it is used and how the money posts into Business Central. This page covers the tender method catalog, denominations and cash rounding. How cashiers use the tender screen is on Split payments.

Prerequisites

• The BAA POS - Admin permission set.
• Business Central Payment Methods, and the G/L or bank accounts each tender should settle to. A payment method without a balancing account leaves posted POS invoices open as receivables. See POS prerequisites.

Tender methods

1. Open Tender Methods from the Payments menu of the Bitta Retail POS Admin role center. POS Tender Methods lists every method in the company.

2. Open a method, or choose New, to edit it on the POS Tender Method Card.

3. Set the fields below, then make sure the method is Active. Inactive methods keep their history but show on no register.

Finishing the setup wizard seeds four methods. Seeding skips any code that already exists, so your changes are never overwritten:

Code	Tender type	Seeded settings
CASH	Cash	Opens Drawer, Exact Cash Button, Denomination Set USD, Settles At Cash Price.
CARD	Card	Description "Card (external card terminal)": a standalone card machine with no integration.
VOUCHER	Voucher	None.
ONACCT	On Account	BC Payment Method Code ONACCOUNT (created without a balancing account) and Requires Customer.

CASH, CARD and VOUCHER start with a blank BC Payment Method Code, because payment methods are your data; fill them in before go-live.

Tender types

Tender Type	Behavior
Cash	Counts against the drawer and supports change due.
Card	Without integration it represents a standalone card terminal: the cashier keys the amount into the card machine and records the result. A Card method named in Integrated Card Tender Code or QR Pay Tender Method Code on POS Setup takes integrated Stripe Terminal or Stripe QR payments.
Voucher	Paper vouchers and similar tenders you accept and track separately.
Other	Any other tender you want to track separately.
On Account	Charges the sale to the customer's account; the invoice stays open in Accounts Receivable.

Card fields

Field	What it does
Code, Description	The description is the caption on the register button and on receipts.
BC Payment Method Code	The Business Central payment method that sales paid with this tender carry into posting. A method with a balancing account closes the customer ledger entry automatically.
Requires Customer	The tender can only be used when the sale has a customer, as for on-account charges.
Settles At Cash Price	Under a price mode, sales settled on this tender get the cash price. See Dual pricing and surcharges.
Settlement Account Type, Settlement Account No.	The G/L Account or Bank Account that per-tender settlement posts this tender's share against. Changing the type clears the account number.
Sort Order	Left-to-right button order. New methods are added at the end.
Opens Drawer, Exact Cash Button, Denomination Set	Drawer behavior, a one-tap button that tenders exactly the remaining balance, and the set of quick amount buttons.

Settlement accounts

With Per-Tender Settlement on POS Setup (on by default), End of Day applies each tender's share of a posted document as a separate payment against the tender's Settlement Account No., so split tenders land in the right cash, clearing or bank account. A blank settlement account falls back to the balancing account of the tender's BC payment method. A tender with no account anywhere stays open in Accounts Receivable, which is correct only for On Account. A G/L settlement account must be an unblocked posting account that allows direct posting; a bank account needs a bank account posting group with a G/L account. Leave ONACCT blank. See Tender settlement.

Cash drawer

Opens Drawer is on for the seeded CASH method. The automatic drawer kick after a sale is decided per terminal by Drawer Open Mode: with Default (use POS Setup) the drawer opens when Open Drawer On Cash is on and the sale includes a tender of type Cash, so keep every cash-like tender on the Cash type. See Receipt printers.

Deleting a method

A tender method cannot be deleted while POS Setup names it as the integrated card or QR tender, or once it has payment, card transaction or settlement history. Clear Active instead. Deleting a method also deletes its terminal override lines.

Denominations

Denominations are the quick amount buttons on the tender screen. Open Denominations from the Shifts and Cash menu, or from Assignments on the tender method list or card.

Each line has a Set Code, an Amount and a Sort Order; buttons appear in Sort Order, and lines with the same sort order (for example 0) appear by amount. Point a tender method at a set with its Denomination Set field; leave it blank for no quick buttons. The setup seeds the USD set with 1, 5, 10, 20, 50 and 100 only while that set is empty, so amounts you remove stay removed. The demo data adds a DEMO set that also has 0.25.

Cash rounding

Cash rounding is off until you add a policy. Open Cash Rounding Policies from the Shifts and Cash menu, from POS Setup, or from a store on POS Stores.

Field	What it does
Store Code	Blank for the company-wide fallback; a store code for a store override.
Currency Code	Blank for the local currency.
Rounding Type	Off, Nearest, Up or Down.
Cash Rounding Precision	The cash increment, such as 0.05. It must be a positive multiple of the currency's amount rounding precision.
Rounding G/L Account	An active direct-posting account with a blank Tax Group Code and VAT Prod. Posting Group, so the rounding difference stays outside tax.
Receipt Disclosure Text	Your rounding disclosure, saved on completed cash sales.

A store row for the sale's currency always wins, even when its Rounding Type is Off; only when no store row exists does the company row apply.

Per-terminal availability

Which methods a terminal offers, and in what order, is set with Tender Overrides on POS Terminals. See Tender overrides. To test card and QR tenders end to end before go-live, use Test with the Simulated provider.

What's next

Build the item catalog the register sells from: Item catalog setup.