How do I create new methods of payment?
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Contents
Summary
This article will explain how to set-up new methods of payments to be used on payment screens in the system
More Information
Creating a Payment Centre
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:
- Go to: " Nominal Ledger Maintenance Options Centre Maintenance Insert/Amend/Delete Centres"
- Click [Add] .
- On the Code: Enter in your unique code: (i.e. Z904)
- Give the centre a new "Name:" (i.e. Paypal)
- Set the "B/S" to 'Asset/Liability'
- Leave "P/L indicator:" as 'No'.
- Click [Done] and click [Accept].
 | 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. |
Setting up a Payment Method
To set the newly created payment centre as a new 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 in the unique centre you created previously, in the "Centre" column.
- Press <Esc>
- Click [Accept] to accept the changes you made.
Now when ever you go to the payments screen you will have the new payment method as an option to take payment against.
 | 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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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?
