How to Set Up a Payment Type

Step 1: Access Payment Types

1. Open the Setup Menu.

2. Select Configuration 

3. Click on Payment Types.on the left-hand side.

Step 2: Check for Existing Payment Types

• Before adding a new payment type, click the Display Inactive box.

• Review the list to confirm whether the payment type already exists.

  • If it does, select the payment type and tick Active to reactivate it.

Step 3: Add a New Payment Type

1. Click the New button.

2. Enter the Name for the payment type.

3. Configure additional settings as needed:

   • Banking: Tick this box if the payment type contributes to the end-of-day balance.

   • Tip Handling: Enable this if the payment should be treated as a tip by default.

   • Cash Drawer: Select this if the payment type should trigger the cash drawer to open at the point of sale.

   • Credit/EFT Card: Check this for debit or credit card payment types.

   • Gift/Loyalty Card: Tick this for payments involving gift or loyalty cards.

   • Cancellation Fee: Select this option if the payment type is used for cancellation fees.

Step 4: Additional Settings

• Description: Add a description to specify the purpose or use of the payment type.

• Club Association: If the payment relates to a specific club, select it from the dropdown list.

Step 5: Save Changes

• Click Save to finalize your settings and apply the new payment type.

Key Reminders:

• Always check for duplicate payment types to avoid redundancy.

• Use descriptive names to make future identification easier.

• Enable only the relevant options to streamline reporting and functionality.

Following these steps will help you efficiently configure payment types to meet your business needs.