📝 Overview
This feature allows you to create your own custom payment types and use them when processing transactions. Once created, you can report on these specific sales in any report that lists payment types. A common use case is if you have a rewards or in-house currency that isn’t one of the standard options like Cash, Credit, Gift Card, etc.
⚙️ Setup
⚠️ This feature must be turned on by a staff member at Dash (email [email protected]).
Click the arrow to learn how to create a custom payment type
Click the arrow to learn how to create a custom payment type
Click Admin from the top navigation bar.
Select Company Settings.
From the left-side menu, click Payment Types.
✍️ Note: If you do not see Payment Types, the feature may not be enabled for your site. Contact the support team to request access.
Click + Add to create a new payment type.
Enter a Type Name (example: Player Points).
Toggle any optional required fields:
Account Number
Requires staff to enter an account or reference number during checkout.Require Note
Requires a note to be entered when this payment type is used.
Click Save.
The custom payment type will now be available under the Custom tab during checkout.
🧾 How It Works
Click the arrow to learn how custom payment types are used at checkout
Click the arrow to learn how custom payment types are used at checkout
Add items to the cart.
Proceed to the Checkout screen.
Select the Custom tab in the payment window.
Choose the desired Custom Payment Type.
Complete any required fields that appear.
Click Process Checkout.
📊 Reporting
Click the arrow to learn how to report on custom payment types
Click the arrow to learn how to report on custom payment types
Navigate to Reports drop down.
Open the Sales Report.
Use the Payment Type filter.
Select the desired Custom Payment Type.
Run the report to view all transactions associated with that payment type.
