Difference between revisions of "How do I create new methods of payment?"
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== Summary == | == Summary == | ||
| − | This article will explain how to | + | This article will explain how to create new methods of payment to be used at point of sale. |
== More Information == | == More Information == | ||
=== Creating a Payment Centre === | === Creating a Payment Centre === | ||
| − | + | You must create a Nominal Code for the payment method. | |
| − | + | To do this, go to {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | |
| − | + | * Click {{Button|Add}}. | |
| − | * Click {{Button|Add}} . | + | * Type a new code, ''(e.g. Z904)''. |
| − | * | + | * Type the {{DataPrompt|Name:}} for the new method, ''(e.g. Paypal)''. |
| − | * | + | * Set the {{DataPrompt|B/S}} to {{DataValue|Asset/Liability}}. |
| − | * Set the {{DataPrompt|B/S}} to {{DataValue|Asset/Liability}} | ||
* Leave {{DataPrompt|P/L indicator:}} as {{DataValue|No}}. | * Leave {{DataPrompt|P/L indicator:}} as {{DataValue|No}}. | ||
* Click {{Button|Done}} and click {{Button|Accept}}. | * Click {{Button|Done}} and click {{Button|Accept}}. | ||
| − | {{Note|text= | + | {{Note|text=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 === | === Setting up a Payment Method === | ||
| − | To | + | To use the new Nominal code as a method of payment, you will need to: |
* Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}. | * Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}. | ||
* Press {{KeyPress|Arrow Key Down (↓)}} down to the next available ''(Blank)'' line. | * Press {{KeyPress|Arrow Key Down (↓)}} down to the next available ''(Blank)'' line. | ||
| − | * Type | + | * Type the centre code that you have created in the {{DataPrompt|Centre}} column. |
| − | * Press {{KeyPress|Esc}} | + | * Press {{KeyPress|Esc}}. |
| − | * Click {{Button|Accept}} to accept the changes | + | * Click {{Button|Accept}} to accept the changes. |
| − | |||
| − | |||
| + | You should now see this new method as one of the payment options when taking money from a customer. | ||
| − | {{Tip|text='''It is also possible to set up different centres to appear on different tills (terminals) | + | {{Tip|text='''It is also possible to set up different centres to appear on different tills (terminals). To do this, 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. | * 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. | * 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}}. | * 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 | + | * Press {{KeyPress|Esc}} to go back to {{Menu|Till Maintenance}}. |
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the changes. | * Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the changes. | ||
| − | * Repeat as necessary | + | * Repeat as necessary for the tills that need the payment method.}} |
== See Also == | == See Also == | ||
Revision as of 17:44, 3 November 2011
 |
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 create new methods of payment to be used at point of sale.
More Information
Creating a Payment Centre
You must create a Nominal Code for the payment method. To do this, go to " Nominal Ledger Maintenance Options Centre Maintenance Insert/Amend/Delete 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 code as a 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 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). To do this, go to: " Stock Control Maintenance Options Till Maintenance Till Maintenance".
|
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?
