Pay Type Setup

Pay Type Setup

 

 

Overview

 

All acceptable methods of payment must be defined and enabled before they are available to access in Point Of Sale. Payment methods that are not needed at the present time can still be defined, but not enabled until a future date.

 

When processing checks through a processor, the Payment Type Definition will be automatically changed to Electronic Check for an ECA transaction, if the Electronic Check value was previously defined. If the Electronic Check value was not previously defined, the transaction will remain defined as a Check.

 

If the Payment Type Definition is set to Electronic Check and the user declines the ECA, the Payment Type Definition will be changed to Check, if the Check value was previously defined. If the Check value was not previously defined, the transaction will remain defined as an Electronic Check.

 

If a user does not want both the Check and Electronic Check buttons to appear in POS, they can disable one of the pay types and only the enabled pay type will appear as a POS button. Disabled pay types appear on the reports and reflect transaction totals comparable to enabled pay types. (Note: Having both Check and Electronic Check defined, but not necessarily enabled, allows the system to automatically change the Payment Type Definition when applicable.)

 

When setting up a payment type for Debit Cards, a Pin Pad Device must also be configured for the workstation.

 

Steps: Pay Type Setup

 

Access the Pay Type Setup screen by clicking on:

 

Tools | System Setup | Pay Type Setup

 

 

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Review the standard payment methods supplied by the system and determine any additional payment methods that need to be added or any standard methods that are not needed.

 

Add New / Edit Payment Method:

 

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(Note: See Debit Card documentation for further debit card setup information.)

 

 

Save New / Edited Payment Method: