SquareOS Docs
Integrations

Payment Modes

Payment Modes define how staff can collect or record money: cash, manual UPI/QR, bank transfer, online gateway, terminal device, internal credit, or another approved manual method.

What this page is for

Payment Modes define how staff can collect or record money: cash, manual UPI/QR, bank transfer, online gateway, terminal device, internal credit, or another approved manual method.

Who should use it

Owner, finance, front desk lead

Where to find it

/admin/payment-mode

Before you start

  • Mode category controls behavior: Offline manual, Online gateway, Terminal device, or Internal credit.
  • Online gateway modes need a configured gateway account. Terminal modes need a registered terminal device.
  • Offline modes require real proof such as cash received, UPI reference, bank transfer proof, or owner-approved credit.

Daily workflow

  • Create only the modes front desk is allowed to use.
  • For every mode, explain required reference or proof in the description.
  • Test POS collection with each active mode before launch.

Watch out

  • Do not enable a mode if finance cannot reconcile it at day close.
  • Use the left menu to open related pages in Integrations.
  • Use Ask Docs for questions that are already covered in this public documentation.

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