Difference between revisions of "How do I create new methods of payment?"

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m (Les Ward moved page How do I Create New Methods of Payment? to How do I create new methods of payment?: Lower case (except for Platinum menu options))
 
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{{Review}}
 
 
== Summary ==
 
== Summary ==
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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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This article will explain how to create new methods of payment to use at point of sale.
  
 
== More Information ==
 
== More Information ==
 
=== Creating a Payment Centre ===
 
=== Creating a Payment Centre ===
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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:
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You must create a {{NL}} Code for the payment method.
  
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* Go to: {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Insert/Amend/Delete Centres}}
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To do this, go to {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Add or Edit Nominal Centres}}.
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* Click {{Button|Add}} .
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* Click {{Button|Add}}.
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* On the Code: Enter in your unique code: ''(i.e. Z904)''
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* Type a new code, ''(e.g. Z904)''.
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* Give the centre a new {{DataPrompt|Name:}} ''(i.e. Paypal)''
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* Type the {{DataPrompt|Name:}} for the new method, ''(e.g. Paypal)''.
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* Set the {{DataPrompt|B/S}} to {{DataValue|Asset/Liability}}
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* 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}}.
  
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{{Note|text=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.}}
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{{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 ===
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To set the newly created payment centre as a new method of payment you will need to:
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To use the new {{NL}} code as a method of payment, you will need to:
  
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* Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Standard Payment Centres}}.
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* Go to {{PlatinumSettings|Standard Payment Centres}}.
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* Press {{KeyPress|Arrow Key Down (↓)}} down to the next available ''(Blank)'' line.
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* Press {{KeyPress|DOWN}} down to the next available ''(Blank)'' line.
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* Type in the unique centre you created previously, in the {{DataPrompt|Centre}} column.
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* Type the centre code that you have created in the {{DataPrompt|Centre}} column.
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* Press {{KeyPress|Esc}}
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* Press {{KeyPress|ESC}}.
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* Click {{Button|Accept}} to accept the changes you made.
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* Click {{Button|Accept}} to accept the changes.
  
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Now when ever you go to the payments screen you will have the new payment method as an option to take payment against.
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You should now see this new method as one of the payment options when taking money from a customer.
  
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{{Tip|text=It is also possible to set up different centres to appear on different tills (terminals).
  
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{{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:'''
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Go to {{Menu|{{ST}}|Maintenance Options|Till Maintenance|Till Maintenance}}.
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* 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}}.
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* Press {{KeyPress|Esc}} to go back to ''"Till Maintenance"''.
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* Press {{KeyPress|ESC}} to go back to {{Menu|Till Maintenance}}.
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* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the changes.
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* Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes.
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* Repeat as necessary to the specific till to have the payment method.}}
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* Repeat as necessary for the tills that need the payment method.}}
  
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== See Also ==
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== See also ==
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* [[What is a Nominal Code?]]
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* [[What is a nominal code?]]
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* [[How do I Find a Cost Centre?]]
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* [[How do I find a centre?]]
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* [[How do I Print a List of Nominal Centres?]]
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* [[How do I create a nominal code?]]
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* [[How do I Create a Nominal Code?]]
 
 
* [[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?]]
  
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{{FAQ}}{{KB_Tags|New, Create, Payment, Method, Type}}
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{{KB_Tags|new, create, payment, method, type, methods, payments, types, different, allocation}}
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{{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}}
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{{How}}{{MClass}}{{Hint}}{{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}}

Latest revision as of 12:57, 19 December 2019

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 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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new, create, payment, method, type, methods, payments, types, different, allocation
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