POS payment methods
In this instructions, we present you how to manage payment methods in the POSX issue documents.
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HINT
A POS payment method is any way your customers can pay at a point of sale. Common payment methods include: Cash, credit and debit cards, including tap, chip and swipe.
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Case summary
Calvin Clerk, from sales department, wants to limit the payments methods because mistakes by choosing wrong way of payment are very offen. In order to avoid this situation the responsible person follows these steps:
- POS document type setting
- Review changes
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In order to set limited POS payment methods in POSX issue document the person responsible selects Settings | Program | Document Types in the main menu.
The Document types register window opens.
The person responsible unselect the checkbox All Payment Methods, and clicks on 
button where new window for choosing all the available methods is shown.
The responsible person chooses only the payment methods that are used the most by marking the payment methods and finishes the proces by clicking on 
button.
The changes for this document are saved by clicking the 
button in the toolbar.
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WARNING
TChanges to the settings must be saved so that they are reflected immediately in the way of working in the company.
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The responsible person continues by checking the applied settings.
They open the POSX issue document and they create issued document.
Next, the responsible person selects the 
button and Document payments window open for Payment method where only the selected payment methods on document type are listed.
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Hint
For more information about POSX read the chapter POSX invoice.
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