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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== 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| | + | To do this, go to {{Menu|{{NL}}|Maintenance Options|Centre Maintenance|Add or Edit Nominal Centres}}. |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* Type a new code, ''(e.g. Z904)''. | * Type a new code, ''(e.g. Z904)''. | ||
| Line 17: | Line 17: | ||
=== 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 {{ | + | * Go to {{PlatinumSettings|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| | + | * 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. | + | 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}}. | |
* 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| | + | * Press {{KeyPress|ESC}} to go back to {{Menu|Till Maintenance}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes. |
* Repeat as necessary for the tills that need the payment method.}} | * Repeat as necessary for the tills that need the payment method.}} | ||
| − | == See | + | == See also == |
| − | * [[What is a | + | * [[What is a nominal code?]] |
| − | * [[How do I | + | * [[How do I find a centre?]] |
| − | * [[How do I | + | * [[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?]] | ||
| − | + | {{KB_Tags|new, create, payment, method, type, methods, payments, types, different, allocation}} | |
| − | {{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}} | + | {{How}}{{MClass}}{{Hint}}{{KB_SL}}{{ZN_Accounts}}{{ZN_PartsCounter}} |
Latest revision as of 12:57, 19 December 2019
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 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".
|
See also
- What is a nominal code?
- How do I find a centre?
- How do I create a nominal code?
- How do I change the method of payment after it has been posted?
