How do I create new methods of payment?

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This article will explain how to create new methods of payment to use at point of sale.

More Information

Creating a Payment Centre

You must create a Nominal Ledger Code for the payment method.

To do this, go to " Nominal Ledger Maintenance Options Centre Maintenance Add or Edit Nominal Centres".

  • Click [Add].
  • Type a new code, (e.g. Z904).
  • Type the "Name:" for the new method, (e.g. Paypal).
  • Set the "B/S" to 'Asset/Liability'.
  • Leave "P/L indicator:" as 'No'.
  • Click [Done] and click [Accept].
The Platinum default setting is for payment centres to start from Z900 (Z900-Cash, Z901-Cheque, Z902-Credit Card etc), so for your new payment method, find the next available Z-number closest to the existing ones. If you have your own coding structure, simply choose an appropriate code.

Setting up a Payment Method

To use the new Nominal Ledger code as a method of payment, you will need to:

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Standard Payment Centres".
  • Press <Down Arrow> down to the next available (Blank) line.
  • Type the centre code that you have created in the "Centre" column.
  • Press <Esc>.
  • Click [Accept] to accept the changes.

You should now see this new method as one of the payment options when taking money from a customer.

It is also possible to set up different centres to appear on different tills (terminals).

Go to " Stock Control Maintenance Options Till Maintenance Till Maintenance".

  • On "Till no:" type in the till number you want to alter, or press <F1> to go through the till numbers.
  • Press <F2> to bring up the "Till Payments" screen.
  • Go to the next available line and enter in the centre you just created under "Payment" and also under "Update".
  • Press <Esc> to go back to " Till Maintenance".
  • Press <Esc> and click [Accept] to save the changes.
  • Repeat as necessary for the tills that need the payment method.

See also

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