How do I create new methods of payment?
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Revision as of 16:28, 19 September 2013 by Richard Green (talk | contribs)
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 <Arrow Key Down (↓)> 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".
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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?
