Set Up Point of Sale Payment Types

To set up various payment types, including Cash, Credit, Check, or On Account:

  1. In the POS Setup form, select the Payment Types tab.
  2. To create a new type, click the New button on the toolbar or select the next available line.
  3. Specify a payment type ID in the Payment Type field.
  4. Select a Cash transaction type, Credit Card, On Account, or Check. The On Account transaction type leaves an open A/R balance for an amount. The other types generate a payment.
  5. Optionally, select Use Credit Card Interface. This field is displayed only if you selected Credit Card as the Transaction Type, and you are a licensed user of the CloudSuite Industrial Credit Card Interface.   
  6. Optionally, specify a Description and Bank Code.
  7. Optionally, specify information about reference fields.
  8. Save the record.
  9. On the General tab, specify a default Payment Type to use for new orders. This value is also used as the default Change payment type for situations where the customer overpays and needs money back.
Related topics
Setting up the Point of Sale (POS) Feature
Processing Orders with Point of Sale
Processing Rentals with Point of Sale
Processing Returns with Point of Sale
Reference Fields