Creating a Payment Method
To set up a payment method, go to Settings > Finance and navigate to the “Payment Methods” section.
1. Click + Payment Method to add a new one.
2. Fields to fill out:
Active checkbox—check this box to make the payment method active so it can be used during checkout.
Name — required field. Enter a name for the payment method.
Category — select a payment category: Cash, Card, Bank Transfer, Other.
Merchant — select the payment service (acquirer) through which the payment will be processed. Leave the field blank if the payment method is not linked to a payment service (e.g., regular cash). The list of merchants appears after you set up integration with a payment service.
Payment Acceptance Method—select the payment method configured in the integration with the payment service.
Checkbox “Include Transaction Fees”—check this box to ensure that transaction fees are included when using this payment method.
Fiscalization
Fill this out if payments made using this method must be processed through a POS system/cash register and fiscal receipts must be generated.
Merchant (fiscalization): the service (POS system/cash register software) through which fiscal receipts are sent.
Payment Method: the payment type that will be specified on the fiscal receipt for this payment method (for example, “Cash” or “Card”). It must match the actual payment method; otherwise, the receipt will be generated incorrectly.
Optional fiscalization: Check this box if a fiscal receipt does not need to be generated for this payment method. During payment, the employee will decide whether to fiscalize the transaction or not. If this box is not checked, the receipt is generated automatically and is mandatory.
3. After filling out the form, click “Create” to save.
Enabling Payment Methods
To use the created payment methods when processing work orders, invoices, and sales, you must enable them for the corresponding location and link each one to a financial account.
To do this, follow these steps:
Go to the Settings > Locations section.
Open the desired location.
In the Payment Methods section, check the boxes next to the payment methods you want to use at this location.
For each payment method, select the financial account to which funds will be credited.
After saving the settings, the activated payment methods will be available for selection in the document payment window.
Important: Only one financial account can be linked to each payment method.