Payment Methods

Data Settings - Basic

When you select the region, the default payment methods for that region are automatically generated.

Here is the list of default payment methods.

You can add a new payment method by pressing the button, or edit/delete a payment method by long pressing it.

Here you can enter the data for a new payment method:

• Code: By default, the system generates a sequential code, which can be changed as long as it is unique.

• Name: Here you must enter the name of the payment method. If you have more languages for the texts, option (image) will be enabled to enter the name in these languages.

• Type: There are several types of payment methods:

  • Cash: Used to collect Cash transactions. When returning change in any payment method, it is always deducted from the Cash.

  • Check: Used to collect the operations by means of Check/Promissory note...

  • Card: Used to charge transactions by credit/debit card. If a payment gateway linked to the application has been defined, when using this payment method, the collection device will be activated automatically.

  • Pending: Used to finalize transactions that have been assigned to a customer in the application database and who does not pay on the spot. The amount of the debt is stored and can be paid later through the Cash Movements.

  • Restaurant Ticket: In some countries it is possible to pay by means of meal coupons that can have a fixed or variable amount. Several keys could be created with prefixed amounts.

  • Store Credit: There is the possibility to issue a store credit instead of cash back when goods are returned. This store credit can be used to pay for future sales.

  • Tip: Allows you to record the tip received on a particular sale.

  • Mobile payments: Used to collect the transactions by mobile payment.

• Status: Here we select if this payment method is Active or Inactive.

• Print: Here we select if the ticket should be printed when using this payment method.

• Open Cash Drawer: Here we select if the cash drawer should be opened when using this payment method.

• Value: This option is only valid for payment methods of the Restaurant Ticket type. They are used to create different payment methods with a prefixed amount. To accept variable values, we must enter: 1.00.

• Image: Here we can select the image that best identifies this payment method.

You can add an image using the button. You are given several options for image selection:

Choose an image from the WEB catalog, selecting the classification that best fits. This option appears when you have been authenticated in FactoryCLOUD and assigned the store.

Choose a color that will fill the entire button. The name will appear centered on the button.

Use your own images. Use the Android Gallery to search for images on your terminal or on an external device connected to it. It is recommended to choose images of a small size.

If your device has a Camera, you can take a picture.