Payments

Table of Contents

Set up and manage currencies

Learn how to add currencies on the Merchant Portal.

When you turn on Currency Exchange, you can add foreign currency options to the Eats365 POS to easily convert the total amount to the selected currency.

In this article, you’ll learn how to add currencies individually or in bulk, and how to edit and delete currencies on the Merchant Portal.

Delete

Note: Currency Exchange can only be used with cash transactions.

Turn on Currency Exchange

To enable Currency Exchange, follow the steps below:

Merchant Portal (Classic Theme)

Delete

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 Currency Exchange, turn on Enable Currency Exchange .

Delete

Merchant Portal 2.0

Delete

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 Currency Exchange.
Turn on Enable Currency Exchange .

Delete

Add a currency

To add currency options, follow the steps below:

Delete

Note: By default, a default currency is automatically selected based on your registered region.

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Individual currency

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings. Then, click on Payment Settings.
Under Currency Exchange, click on + Add New. Then, choose the Currency from list.
Enter the following information:
- Name on POS
- Rate
At the bottom, click on Save.

Multiple currencies

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings. Then, click on Payment Settings.
Under Currency Exchange, click on Import.
Download the template.
Open the XLS file and enter the following information:
- ISO Code
  (Note: ISO Codes are the alphabetic code for each currency. You can check the ISO Standards website for the list of current ISO Currency Codes. Alternatively, you can also refer to the list of currencies when you click on + New Currency.)
- Name On POS
- Rate
Save the file.
On the Merchant Portal, upload the XLS file. Then, click on Submit.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Individual currency

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings.
Click on Payment Settings. Then, select Currency Exchange.
Click on + New Currency. Then, choose the Currency from list.
Enter the following information:
- Name on POS
- Rate
At the top right, click on Save.

Multiple currencies

Log in to the Merchant Portal.
On the left panel, click on Restaurant Settings.
Click on Payment Settings. Then, select Currency Exchange.
Click on Export Table. This downloads an XLS file on your computer.
Open the XLS file and enter the following information:
- ISO Code (Note: ISO Codes are the alphabetic code for each currency. You can check the ISO Standards website for the list of current ISO Currency Codes. Alternatively, you can also refer to the list of currencies when you click on + New Currency.)
- Name On POS
- Rate
Save the file.
On the Merchant Portal, under Importing Tool, upload the XLS file.
Click on Import Table.

Delete

Edit a currency

To update a currency, follow the steps below:

Merchant Portal (Classic Theme)

Delete

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 Currency Exchange, modify the Currency, Name on POS, and Rate of the existing currency option you’d like to update.
At the bottom, click on Save.

Delete

Merchant Portal 2.0

Delete

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 Currency Exchange.
Modify the Currency, Name on POS, and Rate of the existing currency option you’d like to update.
At the top right, click on Save.

Delete

Delete a currency

To remove a currency, follow the steps below:

Merchant Portal (Classic Theme)

Delete

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 Currency Exchange, on the currency you’d like to delete, click on Delete.
At the bottom, click on Save.