Rewaa provides you with essential payment options (Cash, Credit Card, SoftPOS, and more). You can also add custom payment methods and bank accounts. Each payment method can be linked to an account in the Chart of Accounts for accurate tracking.
ℹ️ Note: The steps to add payment methods differ if the Accounting application is not installed. For more details, click here.
Add a Bank Account
(Before adding payment methods on the platform, add the bank accounts to the Chart of Accounts so you can link them with payment methods.)
Go to Settings > Payment Methods.
Click Add New Bank.
Enter the account name and number.
Click Add.
The account will be saved immediately and can be linked to payment methods.
Add a Payment Method and Assign Accounts
Go to Settings > Payment Methods > Add Payment Method.
Enter the payment method name.
Select the type (Cash, Card, Other, SoftPOS).
Select the appropriate account.
Enter a description (optional).
Click the ✔ icon.
ℹ️ Note: When selecting a type, default accounts are assigned automatically:
Cash: Account (1010101 – Cash in hand) is assigned automatically and cannot be edited.
Credit Card or SoftPOS: Account (1010102 – Other Bank Accounts) is assigned by default, and can be edited.
Other: Account (1010104 – Cash “Other Payment Methods”) is assigned by default, and can be edited.
💡 If you sell through delivery apps (e.g., Jahez or HungerStation), add a dedicated account in the Chart of Accounts and link it to a payment method named after the app. This helps you track amounts collected from these operations.
💡 You can also add Petty Cash accounts in the Chart of Accounts and link them to a payment method. For more details, click here.
Edit a Payment Method
Go to Settings > Payment Methods.
Click the 🖋 icon next to the payment method.
Edit the required fields (name, account, description).
Click the ✔ icon.
⚠️ Warning: When you change the account linked to a payment method, previous transactions are not affected. The update applies only to new transactions.
FAQs
1. What is Rewaa Pay (SoftPos)?
Rewaa Pay is a digital POS service that accepts payments (Mada, Visa, MasterCard) through Android devices that support NFC. For more details, click here.
2. Can I delete a payment method after adding it?
You can edit or disable it from the cash register, but it cannot be deleted from the platform.
3. I want to create a payment method for suppliers only. How can I do that?
All payment methods added to the platform will appear when paying or settling with suppliers. You can add a dedicated method named “Cash – Suppliers” and use it only for supplier payments.
4. Can I add multiple bank accounts on the platform?
Yes, you can add as many bank accounts as you need.
5. Can I use the same bank account for multiple payment methods?
Yes, you can assign the same account to different payment methods.
6. Does the cashier see the bank account in the sales screen?
No, only the payment method name is displayed.
7. Where can I find details of transactions linked to the bank account?
Go to Chart of Accounts > Assets > Current Assets > Cash and equivalents > Cash at Bank.
8. Can I delete a bank account from the list?
No, you cannot delete a bank account, but you can archive it in the Chart of Accounts.
9. Does changing the bank account linked to a payment method affect previous transactions?
No, the change only applies to new transactions.
10. Can I change the payment method type (Cash, Card, etc.)?
No, the type cannot be changed after creating the method. You can only create a new one.
11. I changed the payment method name, but it didn’t update for users. Why?
Refresh the browser page using the reload arrow or by pressing CTRL+R. If the cashier is using the Rewaa Cashier app, log out and log back in.