Difference between revisions of "How do I create new methods of payment?"
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− | {{Review | + | {{Review}} |
== Summary == | == Summary == | ||
This article will explain how to set-up new methods of payments to be used on payment screens in the system | This article will explain how to set-up new methods of payments to be used on payment screens in the system | ||
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== More Information == | == More Information == | ||
=== Creating a Payment Centre === | === Creating a Payment Centre === | ||
− | In order to create a new payment method you must first have a Nominal Centre created for the payment | + | In order to create a new payment method you must first have a Nominal Centre created for the payment, in order to create a new payment centre you will need to: |
− | *{{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}} | + | * Go to: {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}} |
* Click {{Button|Add}} . | * Click {{Button|Add}} . | ||
* On the Code: Enter in your unique code: ''(i.e. Z904)'' | * On the Code: Enter in your unique code: ''(i.e. Z904)'' | ||
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=== Setting up a Payment Method === | === Setting up a Payment Method === | ||
+ | To set the newly created payment centre as a new method of payment you will need to: | ||
+ | |||
+ | * Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}. | ||
+ | * Press {{KeyPress|Arrow Key Down (↓)}} down to the next available ''(Blank)'' line. | ||
+ | * Type in the unique centre you created previously, in the {{DataPrompt|Centre}} column. | ||
+ | * Press {{KeyPress|Esc}} | ||
+ | * Click {{Button|Accept}} to accept the changes you made. | ||
+ | |||
+ | Now when ever you go to the payments screen you will have the new payment method as an option to take payment against. | ||
+ | |||
+ | |||
+ | {{Tip|text='''It is also possible to set up different centres to appear on different tills (terminals) in order to do this you will need to:''' | ||
+ | * Go to: {{Menu|{{ST}}|Maintenance Options|Till Maintenance|Till Maintenance}} | ||
+ | * On {{DataPrompt|Till no:}} type in the till number you want to alter, or press {{KeyPress|F1}} to go through the till numbers. | ||
+ | * Press {{KeyPress|F2}} to bring up the ''"Till Payments"'' screen. | ||
+ | * Go to the next available line and enter in the centre you just created under {{DataPrompt|Payment}} and also under {{DataPrompt|Update}}. | ||
+ | * Press {{KeyPress|Esc}} to go back to ''"Till Maintenance"''. | ||
+ | * Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the changes. | ||
+ | * Repeat as necessary to the specific till to have the payment method.}} | ||
+ | |||
+ | == See Also == | ||
+ | * [[What is a Nominal Code?]] | ||
+ | * [[How do I Find a Cost Centre?]] | ||
+ | * [[How do I Print a List of Nominal Centres?]] | ||
+ | * [[How do I Create a Nominal Code?]] | ||
+ | * [[How do I change the method of payment after it has been posted?]] | ||
+ | |||
+ | {{FAQ}}{{KB_Tags|New, Create, Payment, Method, Type}} | ||
+ | {{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}} |
Revision as of 12:07, 2 November 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article will explain how to set-up new methods of payments to be used on payment screens in the system
More Information
Creating a Payment Centre
In order to create a new payment method you must first have a Nominal Centre created for the payment, in order to create a new payment centre you will need to:
- Go to: " Nominal Ledger Maintenance Options Centre Maintenance Insert/Amend/Delete Centres"
- Click [Add] .
- On the Code: Enter in your unique code: (i.e. Z904)
- Give the centre a new "Name:" (i.e. Paypal)
- Set the "B/S" to 'Asset/Liability'
- Leave "P/L indicator:" as 'No'.
- Click [Done] and click [Accept].
As a general rule payment centres start from Z900 (Z900-Cash, Z901-Cheque,Z902-Credit Card e.t.c.), find the next available Z-number closest to the existing ones. |
Setting up a Payment Method
To set the newly created payment centre as a new method of payment you will need to:
- Go to " Reports & Settings Maintenance Options System Administrator Standard Payment Centres".
- Press <Arrow Key Down (↓)> down to the next available (Blank) line.
- Type in the unique centre you created previously, in the "Centre" column.
- Press <Esc>
- Click [Accept] to accept the changes you made.
Now when ever you go to the payments screen you will have the new payment method as an option to take payment against.
It is also possible to set up different centres to appear on different tills (terminals) in order to do this you will need to:
|
See Also
- What is a Nominal Code?
- How do I Find a Cost Centre?
- How do I Print a List of Nominal Centres?
- How do I Create a Nominal Code?
- How do I change the method of payment after it has been posted?