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Payment means are modes of funds to make payment for goods or services. Below actions are available under “Payment Means”:

Samooha icon2  Create new payment mean, update, delete

Note: Process flow to set up POS Entry rounding adjustment payment means is explained under POS – (Settings) “Rounding Rules

Payment Means - create new

 

Field Name
Description
Mandatory Information
Payment Code  Code for payment mean

Y

Name  Name of payment mean

Y

Payment Type  Type of payment mean

Y

Account  Account of payment mean

Y

Bank A/C Receiving bank account of of payment mean

N

Journal  Journal record of of payment mean

Y

Bank Charge A/C  Bank charges (if any) of payment mean

N

Interest A/C

N

Allow In POS  Choose “YES” to make this payment mean available as payment mean in Point Of Sale (POS)

Y

Description  Description of payment mean

N

 

Create New Payment Means

1. Click “Create New” button at the bottom right side of screen

2. Fill up payment mean’s information, select YES in “Allow In POS” list to make the payment mean available in the Point of Sale Entry (Cash Register)

Payment Means

3. Click “Save” button at the bottom right side of screen when done

 

Update Payment Mean Details

1. Double click on payment mean to be updated, it will bring up the selected payment mean details on the bottom half of the screen

2. Click “Save” button at the bottom right side of the screen when done with the updates

 

Delete Payment Mean

1. Double click on payment mean to be deleted, it will bring up the selected payment mean on the bottom half of the screen

2. Click on “Delete” button at the bottom right side of screen

3. Click on “Yes” button on the pop-up window to confirm payment mean deletion

Payment Means - delete