Difference between revisions of "How do I create new methods of payment?"
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== More Information == | == More Information == | ||
=== Creating a Payment Centre === | === Creating a Payment Centre === | ||
− | You must create a | + | You must create a {{NL}} Code for the payment method. |
To do this, go to {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | To do this, go to {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}. | ||
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* Click {{Button|Done}} and click {{Button|Accept}}. | * Click {{Button|Done}} and click {{Button|Accept}}. | ||
− | {{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.}} | + | {{Note|title=PLEASE 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 use the new | + | To use the new {{NL}} 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}}. | ||
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You should now see this new method as one of the payment options when taking money from a customer. | You should now see this new method as one of the payment options when taking money from a customer. | ||
− | {{Tip|text= | + | {{Tip|title=Tip|text= It is also possible to set up different centres to appear on different tills (terminals). 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. | ||
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== See Also == | == See Also == | ||
+ | * [[:Category:Getting Started|Getting Started]] | ||
+ | * [[:Category:Hints and Tips|Hints and Tips]] | ||
+ | * [[:Category:Master Class|Master Class Tips]] | ||
+ | * [[Getting Started - Accounts]] | ||
* [[What is a Nominal Code?]] | * [[What is a Nominal Code?]] | ||
* [[How do I Find a Cost Centre?]] | * [[How do I Find a Cost Centre?]] | ||
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* [[How do I change the method of payment after it has been posted?]] | * [[How do I change the method of payment after it has been posted?]] | ||
− | + | {{KB_Tags|New, Create, Payment, Method, Type, Methods, Payments, Types, Different, Allocation}} | |
− | {{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}} | + | {{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}} {{Hint}} {{MClass}} |
Revision as of 10:50, 22 August 2013
Contents
Summary
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 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].
PLEASE NOTE: 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 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.
Tip: 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".
|
See Also
- Getting Started
- Hints and Tips
- Master Class Tips
- Getting Started - Accounts
- 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?