Creating Payment Types in Hike

Creating Payment Types in Hike

Whilst retail stores are most commonly outfitted with cash and card payment types, modern economy has seen the rise of integrated card payments, where sales are made via a third-party card terminal.

Hike integrates with leading payment providers around the world, so sale totals are automatically sent from your POS to your chosen card terminal. Regarding which payment providers and terminals are supported, please refer to our sales page and the support articles.

Alternatively. You can also set-up a custom payment type in Hike to accept payments using a non-integrated card terminal. This will mean that rather than Hike automatically sending the sale total to the card reader, you will have to manually type it in.

Whichever option you decide to use, Hike makes it easy to set-up and by offering more payment options to your customers, you will also reduce your merchant fees with Hike. On this page, we’ll go through just how a Hike retailer will add a new Payment Type to their store.

Payment Types Overview

Before we look at how to how to add new Payment Types, let’s look at the Payment Types section in Hike, to give you an overview on what’s on the screen so that you can better familiarize yourself with it.

To begin, select Store Setup on the Hike menu and navigate to the Payment Types screen.

1._Menu.png

This is where you’ll find all your existing Payment Types, and where you’ll be able to create or edit new Payment Types, as per your requirements.

Cash and Card payments will be setup by default in Hike.

+ ADD PAYMENT TYPE

Select +ADD PAYMENT TYPE to commence the steps to add another payment type.

There is no restriction on the number of payment types that you can create, however, when you create a payment type, a new button will appear on the Enter Sale screen to click on, when you complete a payment.

Having too many options, may make it inconvenient for your staff to complete a simple transaction.

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Payment Types List View

The Payment Types List View is in reference to the columns occupying the section. Below we’ll go through what each column means:

Payment Name

The name of the payment method linked to the type.

All but Cash Payments, can be edited or deleted.

Status

This identifies whether or not the payment type is functioning in Hike.

  • All Set – If shown, means that the payment type is functional
  • Configuration Required – If shown, means that the payment type is not yet available.

Typically, configuration required, will appear if integrating Tyro with a web-connection.

You can click on the status line, to open the configuration settings.

Type

This column shows what type of payment this is, as you can have multiple payment methods but linked to certain payment types.

For example, you can have a payment method in Visa, AMEX, Mastercard under a payment type, card.

Active?

This shows whether the payment type is currently active or not

  • Toggle the button to TICK to mark the payment type as active.
  • Toggle the button to CROSS to mark the payment as inactive.

The decision you make to have the payment type active or inactive, will be reflected amongst the Payment Type options that appear on the Enter Sale screen, when finalizing a transaction. 

Adding & Editing Payment Types in Hike


In this section, we’ll cover how to add a new Payment Types to Hike.

To begin, select Store Setup on the Hike menu and navigate to the Payment Types screen.

1._Menu.png 

Select the +ADD PAYMENT TYPE button on the top-right to commence the steps in adding another Payment Type.

Note: While there are no restrictions on the number of payment types you can create, having too many may make it inconvenient for your staff to process sales – as the Enter New Sale screen will be littered with various payment type options.

2._List_View.png

Once you’ve clicked on +ADD PAYMENT TYPE, a new window will slide open where you will need to complete the relevant fields to add the new payment type. You can always edit any of these details at any time.

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Payment Name

Enter the name of the payment method linked to the type in this field.

  • The Payment Name will appear on the Enter Sale screen as an option to complete a transaction.
  • The Payment Name will appear on the Shift Report as a row to record the payment(s) received.
  • The Payment Name will appear on the Payment Report as a row to record the payment(s) received.

Select Payment Type

You can have multiple payment methods, but linked to certain payment types. If you are planning on using a non-integrated card reader, select the Custom payment type option, using the drop-down box.

If you are using an integrated card-reader in Tyro, you can select either option here as well.

6._Payment_Type_Select.png

Are you making this payment type available at all registers?

This is applicable if you have multiple registers or outlets.

SELECT

  • Yes, All Registers – If you want this payment type applicable for all your outlets.
  • No, Selected Outlets Only – If you only want this payment type available for some outlets or registers.

If selecting Selected Outlets, a drop-down box will appear, enabling you to choose which of your stores and registers that new payment type will be available in.

Click ADD & CONTINUE to proceed.

Once you have completed all the relevant fields click on SAVE at the top-right of the screen, to save the payment type.

Note: If selecting Tyro, once you have completed adding in the relevant details and clicked SAVE, another window will slide open, asking you to Configure Payment Type.

Here you will need to enter in your Tyro Merchant ID and Terminal ID. You will also need to select whether or not you want to integrate the Payment Receipt.

Once those fields are met, click on PAIR to connect Hike with Tyro.

Find out more about connecting Hike with Tyro.

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Editing Payment Types in Hike

Editing Payment Types in Hike is done the same as creating a new one in Hike, but instead of selecting on +ADD PAYMENT TYPE, you will simply select the Payment Name of the payment type you wish to edit.

Once you have selected the desired type from the Payment Types List View, the Payment Type window will slide open, allowing you to edit the fields as necessary. Click the SAVE button once you are done. 

8._Payment_Types_Edit.png

Deleting Payment Types in Hike


Hike lets you delete any Payment Type in Hike, except for the Cash Payment Type.

When deleting a Payment Type, it will no longer appear on the:

  • Enter Sale Screen as a payment option
  • Shift Reports, when tallying end of day totals to that payment type.

To begin, simply click on the name of the Payment type you wish to delete, from the Payment Types List View screen.

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Once the edit screen slides out, scroll to the bottom of the screen and click on DELETE THIS PAYMENT button.

9._Delete_This_Payment_Type.png

Selecting this option will immediately delete the payment type. This cannot be undone, but you can add a new Payment Type with the same details if you need to.


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