How do I set up Name, Phone Number, Payment, and Receipt options on Kiosk?

The Checkout Flow tab controls what your kiosk asks customers for at checkout and how they receive their receipt. This guide covers collecting a customer name or phone number, offering cash payment, and setting up paper and SMS receipts.

Where to find these settings

1. Log in to the Merchant Console.
2. Open your kiosk settings. From the left-hand navigation menu, go to Device & Apps → Kiosk, then select the location you want to edit.
3. Go to the Checkout Flow tab. Select the Checkout Flow tab and scroll to Steps 3 through 5.

Step 3: Order Name and Phone Number

Collects customer details to personalize order call-outs. Toggle each option on or off:

• Require Name — Asks for the customer's name at checkout.
• Require Phone Number — Asks for the customer's phone number so you can call them when their order is ready.

Step 4: Payment Instructions

Controls which payment options customers can choose at checkout.

• Cash Payment — Not Allowed for current HR integration

Step 5: Receipt Delivery Options

Decides how customers receive their order confirmation and receipts after payment.

• Enable Paper Receipt Printing — Allows customers to print an order receipt.
  • Always Print Automatically — Prints a paper receipt automatically for every order.
  • Custom display text (optional) — Add up to three lines of text to the receipt to reflect your brand tone or share promotional content (for example, a thank-you note or your social handle). Click Customize to edit these lines.
• SMS Receipt — Gives customers the option to receive a receipt by text message after payment is completed. (An additional $10 subscription fee is required)

Tips

• Turn on Require Phone Number if you call customers to the counter — it also enables phone-number-based order numbering if you use that option.
• Keep custom receipt lines short and general, since they show on every printed receipt.
• Use SMS Receipt alongside or instead of paper printing to cut down on paper use.