Set up billing profiles
Link payment providers and card terminals together and choose what shows on the receipt.
A billing profile groups a payment provider and card terminals. You can also use it to show other company details on the receipt.
Create a billing profile
Open Billing profiles
In Settings, open Integrations, then Billing profiles.
Click New
Click New. The Create Billing Profile window opens. The button is greyed out until your company has a location.
Name it
Enter a Billing Profile Title, for example "Main Billing Profile".
Choose a payment provider
In Select Payment Providers, choose one of your online payment providers. If you leave it as Use the default payment provider, the profile uses your default provider. See Online payment providers.
Choose terminals
In Payment terminal, tick one or more terminals. If none are ticked it says No payment terminal selected. See Connect a Teya card terminal.
Save
Click Save.
Change what shows on the receipt
Tick Override info on receipt to enter other company details. Fill in the fields you need: SSN, Name, Email address, Phone number and Address.
If you untick it, Dineout clears these fields when you save.
Change or delete a profile
Click a profile in the list to change it. Click Delete to remove it. Dineout asks "Are you sure you want to delete this billing profile? This action cannot be undone."