Difference between revisions of "How do I add payment methods to my payment screen?"

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(Created page with "{{Review}} == Summary == There may been occasions when you need to add another payment method onto your system as you are now taking payments in a new way (e.g. PayPal). The fol...")
 
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== Summary ==
 
== Summary ==
There may been occasions when you need to add another payment method onto your system as you are now taking payments in a new way (e.g. PayPal). The following article explains how to add this into your system so it appears as another option of payment on the payment screen when raising an invoice.
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This article explains how to add extra payment methods so that they appear on the Payment screens when raising invoices.
  
 
== More Information ==
 
== More Information ==
You will first need to create a nominal code for the additional payment type. You can use [[How do I Create a Nominal Code?|This]] article to do so.
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You will first need to create a nominal code for the additional payment type. Please use [[How do I create a nominal code?|this article]] to do so.
  
Once your centre is created go to {{Menu|Systems|{{RP}}|Maintenance Options|System Administrator|System Parameters|Standard Payment Centres}}.
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Once you have created the code, go to {{PlatinumSettings|Standard Payment Centres}}.
*Click on the first blank line after the last listed payment centre
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*Click on the first blank line.
*Add the nominal centre created in the previous step above.
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*Add the Nominal Code created in the previous step above.
*Press escape to exit from the parameters screen.
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*Press {{KeyPress|ESC}} to exit from the Parameters.
  
{{Information|title=Information|text=You will not get the usual {{Button|Accept}} or {{Button|Ignore}} Buttons as the change to the parameters are saved automatically.}}
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{{Information|text=You will not get the usual {{Button|Accept}} or {{Button|Ignore}} buttons as the change to the parameters will be saved automatically.}}
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{{Warning|text=If you have multiple sites or more than one till, you may need to add the Payment Centre to the site details and to the till record for it to be visible.}}
  
 
== See also ==
 
== See also ==
* [[How do I Create a Nominal Code?]]
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* [[How do I create a nominal code?]]
 
 
  
{{KB_Tags|Centre, center, payment, paypal, new}}
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{{KB_Tags|centre, center, payment, paypal, new}}
{{KB_NL}} {{ZN_Admin}}
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{{How}}{{KB_NL}}{{ZN_Admin}}

Latest revision as of 05:32, 19 June 2019

Summary

This article explains how to add extra payment methods so that they appear on the Payment screens when raising invoices.

More Information

You will first need to create a nominal code for the additional payment type. Please use this article to do so.

Once you have created the code, go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Standard Payment Centres".

  • Click on the first blank line.
  • Add the Nominal Code created in the previous step above.
  • Press <Esc> to exit from the Parameters.
You will not get the usual [Accept] or [Ignore] buttons as the change to the parameters will be saved automatically.
If you have multiple sites or more than one till, you may need to add the Payment Centre to the site details and to the till record for it to be visible.

See also


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Keywords AND Misspellings
centre, center, payment, paypal, new