Set Up Other Payment Options

In this Article:

• Before You Begin
• When to Use an Other Payment Option (and When Not To)
• Add a New Other Payment Option in Toast Web
• Configuration Field Reference
• Take an Other Payment on the POS
• Hide an Other Payment Option From the POS
• Find Other Payment Option Sales in Reports
• Common Use Cases
  • Paper Gift Certificate
  • Third-Party Delivery (Grubhub, Uber Eats, DoorDash)
  • OpenTable or Other Prepaid Reservation Deposit
  • Hotel Room Charge
  • Paper Check or Money Order
• Frequently Asked Questions
• Related Articles

Before You Begin

Applies to: Toast POS, Toast Web

Permissions needed:

The 6.3 Payments Setup access in Toast Web (typically held by Admin or Manager roles) to access the Payments > Payment methods > Other payment options, or Finance > Related > Settings > Other Payment Options.

What you'll accomplish: A new Other Payment Option (sometimes called a non-cash tender) configured in Toast Web, available on the POS payment screen, and visible in the Payments report.

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When to Use an Other Payment Option (and When Not To)

Use an Other Payment Option when you need to accept a payment that is not cash and not a credit or debit card, and you want it tracked as its own line in reporting. Toast supports an unlimited number of Other Payment Options.

Common reasons to add one:

• Accepting a paper gift certificate or paper check
• Recording prepaid deposits from third-party delivery (Grubhub, Uber Eats, DoorDash) or reservation sites (OpenTable, SevenRooms)
• Recording redemptions from coupon or deal sites (Groupon, LivingSocial)
• Charging a hotel guest's room
• Recording a comped meal or in-house voucher

Use a different payment method instead when:

Expected outcome: You know whether an Other Payment Option is the right tool for your situation.

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Add a New Other Payment Option in Toast Web

1. In Toast Web, navigate to Payments > Payment methods > Other payment options. or navigate to Finance > Related > Settings > Other payment options
2. Select + Add to create a new Other Payment Option.
3. Enter a Name. This name is exactly how the option appears on the POS payment screen, so use something staff will recognize at a glance (for example, Paper Gift Cert, Grubhub, Hotel Charge).
4. (Optional) Enter a Description for your internal reference.
5. Configure the settings for this option. See Configuration Field Reference below for what each setting does and when to use it.
6. Select Save, then Publish your changes.

Expected outcome: The new option appears on the POS payment screen the next time the POS device receives the publish (typically within a few minutes). If you set Show on POS to No, the option is still saved and reportable but does not appear on the POS button list.

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Configuration Field Reference

Each Other Payment Option has the following settings. The first three (Name, Description, Show on POS) cover the basics. The rest control behavior on the check.

Expected outcome: You have set the configuration that matches your use case. If you are unsure which settings to enable, see Common Use Cases below for examples.

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Take an Other Payment on the POS

Once an Other Payment Option is published, staff can apply it on the POS.

1. On the POS device, open the check you want to pay.
2. Select the Pay ($) button.
3. On the payment screen, select Other payments.

4. Select the Other Payment Option you want to apply (for example, Paper Gift Cert), then select Done.

5. Depending on your restaurant configuration, the guest can either select tip and receipt options on the device, or a standard receipt will print.

Expected outcome: The tender is recorded against the check. The check closes if the full balance is covered; otherwise the remaining balance stays open for additional payment.

Note: Partial payment with a paper gift certificate: If a guest wants to apply part of a paper gift certificate, enter the amount they want applied before selecting the gift certificate option, then take the remaining balance with any other tender. If the certificate has no barcode or serial number, you are responsible for tracking the remaining balance manually (for example, by signing and dating the physical certificate).

For more on POS payment workflows, see Take Payments on the POS.

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Hide an Other Payment Option From the POS

If an Other Payment Option is no longer used in-store but you do not want to delete its historical reporting data, hide it from the POS instead.

1. In Toast Web, navigate to Payments > Payment methods > Other payment options. Or navigate to Finance > Related > Settings > Other payment options
2. Select the option you want to hide.
3. Change Show on POS to No.
4. Select Save, then Publish your changes.

Expected outcome: The option no longer appears on the POS payment screen, but past transactions remain visible in reports under the same name.

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Find Other Payment Option Sales in Reports

Every Other Payment Option you configure shows up by name in the Payments report.

1. In Toast Web, navigate to Reports > Payments > Payments.
2. Look at the Type column to see which payment option was used on each check and use the Other Type column to see which Other payment option was used on each check.
3. If the Type and Other Type column is not visible, select Show/hide columns and check the box next to Type and Other Type.

Expected outcome: Each transaction lists the exact Other Payment Option name you configured (for example, Paper Gift Cert, Grubhub, OpenTable Deposit) in the Other Type column.

For more on payments reporting, see Sales Reports Overview.

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Common Use Cases

The recommended settings below cover the scenarios that come up most often. Adjust to fit your specific operation.

Paper Gift Certificate

For paper gift certificates a guest brings in to redeem against their check. (This is different from a Toast Gift Card or eGift card — see Frequently Asked Questions.)

Expected outcome: When the guest presents the certificate, staff select Other payments > Paper Gift Cert, enter the amount the certificate is worth, and either close the check or take the remaining balance with another tender.

For more, see Set Up Physical Gift Certificates.

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Third-Party Delivery (Grubhub, Uber Eats, DoorDash)

Use this when you want a tender that records third-party delivery transactions as their own line in the Payments report. This is typically used by the integration to close orders programmatically — it does not connect the platform itself.

Important: Setting up an Other Payment Option named Grubhub does not connect your restaurant to Grubhub. To connect the platform end-to-end (so orders flow into Toast), you need a Toast Partner Integration. See Get Started With the Grubhub Integration, Get Started With the Uber Eats Integration, or the article for the platform you are setting up.

Expected outcome: Orders closed via the third-party integration are recorded with the Grubhub (or equivalent) tender name in the Payments report, and tax is excluded from those checks.

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OpenTable or Other Prepaid Reservation Deposit

Use this when a guest has prepaid a reservation deposit through OpenTable, SevenRooms, or a similar platform, and you need to apply that deposit toward their check at the restaurant.

Important: This setup tracks the deposit as a tender. It does not connect your reservations or sync OpenTable data into Toast. For end-to-end reservation integration, see Get Started With the OpenTable Integration.

Expected outcome: When a guest with a prepaid reservation deposit arrives, staff select Other payments > OpenTable Deposit, enter the deposit amount, and take the remaining check balance with the guest's preferred tender.

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Hotel Room Charge

Use this for hotel restaurants where a guest charges their meal to their room and the final amount (with tip) is settled later by the hotel.

Expected outcome: When a guest charges to their room, the check status moves from open to paid when the tender is applied. The final amount can be adjusted to add a tip; once finalized, the status moves from paid to closed.

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Paper Check or Money Order

Use this when a guest pays with a personal paper check or a money order, and you will deposit it into your bank account yourself (similar to how you handle cash).

Expected outcome: Staff record the tender on the POS. You are responsible for physically depositing the check into your bank account.

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Frequently Asked Questions

Is the Gift Certificate (Paper) option on my POS for Toast Gift Cards or for in-house paper certificates?

The Gift Certificate (Paper) option is for paper certificates issued by your restaurant — not Toast Gift Cards.

Toast Gift Cards and eGift cards are sold and redeemed through the dedicated Gift Card payment method on the POS, which checks the card's stored balance.

Paper gift certificates are pre-printed certificates your restaurant issues, with no digital balance. They are an Other Payment Option and you track remaining balances manually.

If you sold a Toast Gift Card but it was rung up as Gift Certificate (Paper), the gift card report will be off by that amount. To learn more about Toast Gift Cards, see Get Started With Toast Gift Cards.

Also asked as:

• • What does gift certificate (paper) mean?
  • Is gift certificate (paper) the same as gift card?

How do I find the sales from a specific Other Payment Option?

To find sales for a specific Other Payment Option (for example, voucher or gift certificate sales for a date range), use the Payments report.

1. In Toast Web, navigate to Reports > Payments > Payments.
2. Filter to the date range you want.
3. In the Type and Other Type column, look for transactions labeled with the name of your Other Payment Option. If the column is not visible, select Show/hide columns and check Type and Other Type.

For more on sales reports, see Sales Reports Overview.

Also asked as:

• • Where can I find voucher sales?
  • How do I see paper gift certificate transactions?

Why is the check tax exempt when I apply my paper certificate?

If your Other Payment Option is removing tax from the entire check, the Tax Exempt setting is enabled for that option. This setting was designed for third-party services that handle tax themselves (like Grubhub), and when enabled it removes tax from the whole check, not just the portion paid with that tender.

To fix this for a paper gift certificate:

1. In Toast Web, navigate to Payments > Payment methods > Other payment options or navigate to Finance > Related > Settings > Other payment options
2. Select the affected option.
3. Set Tax Exempt to No.
4. Select Save, then Publish.

Expected outcome: Future checks paid with this tender retain tax. Past transactions are not adjusted automatically. 

Also asked as:

• • Why is the paper certificate button tax exempting the entire check?

Why is the option I created not showing up on the POS?

If the option does not appear on the POS payment screen, check these three things in order:

1. Show on POS is set to Yes on the option in Toast Web. If it is set to No, the option is hidden from the POS by design.
2. Changes were Published in Toast Web — saving alone does not push the change to the POS.
3. The POS device has received the publish. Most devices update within a few minutes; if not, refresh the device or wait for the next sync. 

If all three are correct and the option is still missing, contact Customer Care.

Can I require a manager passcode every time this tender is used?

Yes. On the Other Payment Option, enable Require Manager Approval, then Save and Publish your changes. On the POS, when staff select this option, the device prompts for a manager passcode before applying the tender.

If staff are still able to apply the tender without a passcode prompt after enabling this setting, confirm that the change was published in Toast Web and that the POS device has received the publish. If the issue persists, contact Customer Care. 

Also asked as:

• • Why are all employees able to use the manager-only tenders?
  • How do I lock down a payment option to managers?

Is there a limit to how many Other Payment Options I can create?

Toast can support an unlimited number of Other Payment Options. Many restaurants create a separate option for each third-party platform, each comp category, and each specialty tender to keep reporting clean.

How do I delete an Other Payment Option I no longer use?

The recommended approach is to set Show on POS to No rather than delete the option, so that historical transactions remain reportable under the original name. See Hide an Other Payment Option From the POS above. Full deletion is not supported.

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Related Articles

• Configure Payment Options — the broader payment methods page; covers cash, credit, mobile, and gift card settings
• Take Payments on the POS — full POS payment workflow
• Set Up Physical Gift Certificates — gift-certificate-specific framing of this same setup
• Get Started With House Accounts — built-in alternative payment method for tabs and pay-later
• Get Started With the OpenTable Integration — when you want the full OpenTable integration, not just a payment tender

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