Payments
Table of Contents
Set up and manage integrated payments
Learn how to add Integrated Payment options and link mobile payment terminals to process payments on the Eats365 POS or the Merchant Portal.
Integrated Payments allow restaurants to accept and process payments in real-time. Eats365 supports multiple Integrated Payment options, making it easier for restaurants to process payments, and keep track of cash flow and reporting.
In this article, you’ll learn how to add an Integrated Payment and a Mobile Payment Terminal to your Eats365 POS.
Link an Integrated Payment option
To add support for an Integrated Payment option, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Restaurant Settings. Then, click on Payment Settings.
- Under General Payment Information, enter your preferred Statement Name. The Statement Name is used to identify the different payment transactions shown when reports are generated.
- (Optional) If you’d like to process payments through the User App or the Branded Web, click on the drop-down list beside Credit Card Payment Provider and choose a payment provider. Follow the on-screen steps to complete the setup.
- To add other integrated payment options, click on Enable
or enter the required integrated payment option details. - Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Restaurant Settings.
- Click on Payment Settings. Then, select Integrated Payment Settings.
- Under General Settings, enter your preferred Statement Name. The Statement Name is used to identify the different payment transactions shown when reports are generated.
- (Optional) If you’d like to process payments through the User App or the Branded Web, under Payment Settings, select User App / Branded Online Store Payment Settings. Then, choose a payment provider. Follow the on-screen steps to complete the setup.
- To add other integrated payment options, click on Enable
or enter the required integrated payment option details. - Click on Save to confirm.
Once an Integrated Payment option is successfully linked, card readers from the POS or mobile payment terminals can start accepting payments from the chosen integrated payment option. To display the Integrated Payment option in the payments screen, refer to Set up and manage tenders.
Link a Mobile Payment Terminal
To connect to a Mobile Payment Terminal, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under Integrated Payment, tap the Integrated Payment option that you want to configure.
- Enter the IP Address of the mobile payment terminal. For assistance locating the mobile payment terminal’s IP address, refer to the device manufacturer.
Note: Integrated Payment options may support varying hardware for mobile payment terminals and may have different methods to link to the POS. - At the top right, tap Save to confirm.
Once completed, the mobile payment terminal can be used to process card payments.