Payment Type Setup (Currency and point rates, etc.)

Log into the system, and then access the Setup menu. In the setup screen select the tab labelled general_settings_tab.png.

 Payment_Setup.png

The first box in the top left corner of the screen will be labelled Payment Type Setup. Here you can view, create, and edit your payment types. You can also select an entry and use the move_up_button.png and move_down_button.png buttons to rearrange how your payments will display when processing a sale (only the top 12 will be displayed in the full payment window, the rest will appear under "special payment types")

Payment_Setup.png

 

You can add new payment types or edit existing types by using the menu to the right of the payment types.

Payment_Setup.png

 

First enter the name of the payment type you will be creating into the Type Name field, or select an existing type from the list to the left. Key in the exchange rate into the Exchange Rate field (by default this is set to 1). Check the Requires Reference Text box if the payment type you are adding will require a reference (cheque number, for example). Press add_payment_type_button.png to save your changes.

payment_up_close.jpg

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1 Comments

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    Nicole

    If you wish to edit an existing payment type, you will need to double-click on the name of the payment type.

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