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Creating and maintaining payment methods

Menu path

POS > Maintain > Presets

Introduction

You must create presets before using the E-POS module. This screen allows you to create payment methods for the presets.

What version are you using?

The information in this document is based on product update 506 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a payment method for a preset?

  1. In the POS > Maintain > Presets screen, click New or select a preset in the overview and then click Open.
  2. Click the New icon.
  3. Define the fields.
  4. Click Save.

How do I update a payment method for the preset?

  1. In the POS > Maintain > Presets screen, select a preset in the overview and then click Open.
  2. Select a function key in the overview.
  3. Click the Edit icon.
  4. Update the field(s).
  5. Click Save.

How do I delete the payment method for the preset?

  1. In the POS > Maintain > Presets screen, select a preset in the overview and then click Open.
  2. Select a function key in the overview.
  3. Click the Delete icon.

Fields

Code

The code of the preset is displayed. You cannot edit this field.

Keys

Type the key for the preset. For example, Alt + b. This field is mandatory.

Function

Select the function to be used for the preset.

Authorisation

Select the role of the cashier who will be using the preset.

Preset groups

Type or select the preset group for the preset. You can create preset groups at POS > Maintain > Preset groups.

Value

Select the value for the preset. If Payment method is selected at Function, you can select Cash or By account. The By account option creates an invoice that will be processed in the E-Invoice module. The By account payment method can be used in the branch cash register whereby the created invoice can be processed and printed. It is not possible to print and process the invoices in the branch administration, so the financial transaction will not be created. The invoices from all the branch administrations will be exported to the financial administration and printed in the financial statements.

This field is mandatory.

Note: This field is enabled only if you have selected the Line discount, Line discount %, Order prepayment, Payment method search, Price, Quantity, Representative code, Shut down, Value, or Payment method option at Function.

Type

Select the type of payment method for the preset. You can select Cash withdrawal or Payment.

Note: This field is available only if Payment method is selected at Function, and is enabled only if Cash is selected at Value.

Description

Type the description for the payment method that will be displayed in the cash register and receipt.

Note: This field is available only if Payment method is selected at Function.

Currency

Type or select the currency of the payment method.

Note: This field is available only if Payment method is selected at Function and enabled if Cash is selected at Value.

Rounding

Type the rounding for the total amount of the cash payment.

Note: This field is available only if Payment method is selected at Function and enabled if Cash is selected at Value.

Change

None is displayed by default.

Note: This field is available only if Payment method is selected at Function and enabled if Cash is selected at Value.

Limit type

Select the limit type for the payment method. You can select from any of the following:

  • Maximum amount – Select this option to define the amount limit. You can select this option if you do not want to receive cash payments that exceed a certain amount.
  • None – Select this option if you do not want to check the outstanding amount. By selecting this option, the total amount will be paid. If an outstanding amount remains, the transaction will not be closed. If there is an overpayment, the balance will be returned to you.
  • Outstanding amount – Select this option if you want the total amount to be paid. Choose this option if you do not want to return any balance in cash if the EFT payment method is used.
  • Overpayment allowed – Select this option if you are allowed to return the balance in cash. If you select this option, the total amount must be paid. An error message will be displayed if the payment is less than the total amount.

Note: This field is available only if Payment method is selected at Function and enabled if Cash is selected at Value.

Limit

Type the amount limit for the payment method.

Note: This field is available only if Payment method is selected at Function and enabled if:

  • Cash is selected at Value, and
  • Maximum amount or Overpayment allowed is selected at Limit type.

Coins

Type or select the type of coins allowed for the payment method.

Note: This field is available only if Payment method is selected at Function.

Print

Select this checkbox if you want the receipt to be printed.

Note: This checkbox is enabled only if Payment method is selected at Function.

Number of copies

Type the number of receipts to be printed.

Note: This field is enabled only if you have selected the Print checkbox.

Printer

Select the printer that you want to use to print the receipts. You can select any of the following options:

  • None – Select this option to use the standard layout.
  • Default printer – Select this option to use the A4 layout.

Note: This field is enabled only if you have selected the Print checkbox.

Layout code

Type or select a layout for the printing of the invoices or receipts.

Note: This field is enabled only if you have selected the Print checkbox.

Bank account

This field is disabled by default. You can define this field when you select Payment method at Function.

G/L account

Type or select a general ledger account for the payment method.

Note: This field is available only if Payment method is selected at Function and Cash withdrawal is selected at Type.

Creditor

Type or select a creditor for the payment method.

Note: This field is available only if Payment method is selected at Function and enabled if a general ledger account is selected at G/L account.

Invoice code

Type or select an invoice for the payment method. This invoice code will be used to generate the sales invoice in the E-Invoice module. The cost price and invoice entries will be handled by the cashier, but the revenue booking will be created only if the bill is processed and printed.

Note: This field is available only if Payment method is selected at Function and enabled if By account is selected at Value.

Buttons

Close

Click this to exit.

Save

Click this to save the payment method.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 26.815.618
 Assortment: Exact Globe+  Date: 04-02-2026
 Release:  Attachment:
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