How do i set up a payment option for Skip the Dishes and Uber Eats?

[MacTiniBar]

I am a small restaurant and I recently joined Uber Eats and Skip the Dishes. Just curious if anyone has been able to set up a payment option to close out these checks at the end of the day but not putting it through as cash or debit/credit. 

[Summer2024 · Accepted solution]

Hi, @MacTiniBar ! 

Let me outline how to do this for you! 

Here's how to set up custom payment types for delivery services:

1. Configure Each Payment Type:

   • Choose "Other" payment types for the transaction 
   • Make sure they're marked as "Non-Cash"
   • Enable them for your POS system

2. Best Practices for Setup:

   • Name them clearly (e.g., "UBER EATS" and "SKIP DISHES")
   • Consider adding a prefix like "DEL-" to group them together
   • Make them easily identifiable in reports

3. Using the Custom Payment Types: When closing out delivery orders:

   1. Ring up the order as normal
   2. Select the appropriate custom payment type
   3. Complete the transaction

4. Reporting Benefits:

   • Track delivery service sales separately
   • Easy reconciliation with platform payments
   • Clear separation from cash/card transactions
   • Better accounting organization

5. Additional Tips:

   • Consider creating separate categories for delivery items
   • Use modifiers to mark delivery orders
   • Set up specific tax rates if needed
   • Create quick buttons for common delivery actions

I hope this helps!

[MacTiniBar]

Thank you SO much for all of this information. Do you happen to know if this only works if you are paying for the Premium Square Accou t? 

[Summer2024]

@MacTiniBar - you will need to type what the payment was for in the notes when you choose "other payment type" ! I was mistaken as the developers are still working on allowing custom names for other payment types.