Creating a new payment method
Payment methods make the work with the program quick and easy and help you gain an overview of daily transactions when closing the cash register. Payment methods can be added according to your needs.
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HINT
For more information on creating a new payment method, see the chapter Create new payment method in the technical guide.
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This chapter shows how to create a new payment method.
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CASE SUMMARY
The person responsible wants to add a new code to the Payment methods register for a gift voucher, which will be used as a non-cash payment method. This is done as follows:
- Opening the list of payment methods
- Opening the form for creating a new payment method
- Entering the data on the new payment method
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1. Opening the list of payment methods
The person responsible opens the list of payment methods by clicking Registers | Payment methods in the main menu. This opens the Payment methods register, where all payment methods entered in the program are displayed.
2. Opening the form for creating a new payment method
To open a blank form for entering a new payment method, the person responsible clicks the button Create new payment method in the command line.
This opens the window Payment method information to add the payment method to the register.
3. Entering the data on the new payment method
The person responsible starts entering the data on the new payment method in the blank form by filling in the fields: Code, Name and Method, and adding the icon for the new payment method.
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HINT
When a new code is created, the field status automatically changes to Active.
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In the field Code, the person responsible enters a unique code for the new payment method, in this case: 18.
Next, the person responsible enters "Gift certificate" as the name of the payment method in the field Name.
From the drop-down list of the Method, the person responsible selects N - Non-cash.
Finally, the person responsible assign an icon to the new payment method by dragging and dropping the image into the frame for uploading the image.
The person responsible saves the data entered by clicking on the button Save in the top right corner of the form. The new payment method is entered in the Payment methods register and is ready for use.
