Difference between revisions of "How do I create new methods of payment?"
m |
m |
||
Line 20: | Line 20: | ||
* Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}. | * Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}. | ||
− | * Press {{KeyPress| | + | * Press {{KeyPress|DOWN}} down to the next available ''(Blank)'' line. |
* Type the centre code that you have created in the {{DataPrompt|Centre}} column. | * Type the centre code that you have created in the {{DataPrompt|Centre}} column. | ||
* Press {{KeyPress|Esc}}. | * Press {{KeyPress|Esc}}. | ||
Line 27: | Line 27: | ||
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=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}}. | + | {{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. |
Revision as of 16:49, 13 September 2016
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].
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 <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".
|
See also
- What is a Nominal Code?
- How do I Find a 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?