Payment Methods

Payment methods are primarily used on point of sale terminals to settle balances, but they can also be applied to payments made through guest ordering channels and other specialised payment processes.

This page details creating general payment methods for more information on other types refer to the other relevant setup pages in the Knowledge Base.

Payment Method Topics

Adding Cash Payment Methods
Adding Fixed Value Cash Payment Methods
Adding Non Integrated Other Payment Methods
Adding Foreign Currency Payment Method
Adding Barcodes to Fixed Rate Payment Methods
Settings

Navigate to Finance → Configuration → Payment Methods

Adding Cash Payment Methods

Follow these steps to add cash payment methods:

Click Add
Enter Payment Method Name and Description (optional)
Select the Type of Cash
Configure other fields as required for the organisations requirements

For more information on other fields and settings click here
Click Finish

Adding Fixed Rate Cash Payment Methods

Follow these steps to add fixed rate cash payment methods:

Click Add
Enter Payment Method Name and Description (optional)
Select Use Fixed Payment Amount
Select Cash from the Amount Of drop down
Set the Fixed Payment Amount value
Configure other fields as required for the organisations requirements

For more information on other fields and settings click here
Click Finish

Adding Non Integrated Other Payment Methods

Follow these steps to add non integrated other payment methods:

Click Add
Enter Payment Method Name and Description (optional)
Select the Type of Central
Configure other fields as required for the organisations requirements

For more information on other fields and settings click here
Click Finish

Adding Foreign Currency Payment Method

Follow these steps to add a foreign currency payment method:

Click Add
Enter Payment Method Name and Description (optional)
Select the Type of Foreign
Select the required currency from the Currency drop down
Configure other fields as required for the organisations requirements

For more information on other fields and settings click here
Click Finish

Adding Barcodes to Fixed Rate Payment Methods

Barcode ranges can be added to payment methods configured as fixed rate and when using on the point of sale terminal the act of scanning will trigger one instance of the payment.

Follow these settings to add barcodes:

Select an existing Fixed Rate Payment Method
Select the Barcodes tab
Click Add
Enter the Barcode Min Value and Max Value

If the maximum value is left blank it will use the minimum value
Click Save

Editing & Removing Barcodes

Select an existing barcode entry and click Edit to adjust the range | click Save
Select an existing barcode and click Remove

Settings

The following table outlines each setting and its corresponding functionality, depending on the type and other settings not all options are available for all methods.

Setting	Description	Additional Information
Payment Method Details
Account Code	Optional input to record a reference code for 3rd party finance system where payments could be exported to as part of an integration
Used Fixed Payment Amount	When enabled Amount Of and Fixed Payment Amount will become enabled, defining this payment of a fixed value
Barcodes Unique per Account	When enabled any barcodes used against an account related to this payment method must be unique preventing scanning the same code and applying the payment more than once
Type	The type defines the behaviour and configuration of the payment method
Currency	When the type is set as 'Foreign Currency' the currency drop down will enable section of a currency	This configuration also requires currencies to be created: Finance → Configuration → Currency Details
Amount of	When Use Fixed Payment Amount is enabled the Amount of setting will enable a selection of an existing configured payment method of which the fixed value will be associated to
Fixed Payment Amount	When a fixed value payment method has been created the fixed payment amount defines the amount set for this method
Prevent Payment Correction POS	When enabled the POS operator will not be permitted to reverse the method and perform a refund
Declaration Details
Auto Declare	When enabled this method will be automatically counted and reconciled during a declaration and not require the back of house operator to enter any values	Auto declare is recommended for any system payment methods that will always be correct, for example, deposits, sales ledger, hotel rooms and gift cards
Show During Blind Declaration	When enabled will display the balance to declare during a blind declaration where normally no expected values will be displayed	Additional settings for blind declarations can be found here: Finance → Configuration → Estate Structure → Site Settings → Declarations / Counts
POS Display Details
POS Button Text	The text displayed on the button when added to a theme
POS Behaviour
Product Group	When selected types have been chosen the Product Group option will be enable for selection which will allow the method to only pay for products contained within the selected group	This configuration also requires groups to be created: Base Data → Product Configuration → Product Groups
Open Cash Drawer	When enabled and a cash drawer present the drawer will open
Auto Print Receipt	When enabled a receipt will be automatically printed when the method is used	Additional configuration settings may override this setting and print a receipt: Theme Modelling → Estate Setup → Config Sets → Divisional Settings Theme Modelling → Estate Setup → Config Sets → Auto Print Receipt
Restrict Orderline Corrections	When enabled the POS operator will be restricted from making any product corrections after this payment method has been used
Hide Inclusive Tax on Receipt	When enabled and a receipt printed no tax will be included for the value of the payment used for this method
Overpayment Is	When an overpayment has been added the following options can be selected to define the behaviour Change - monies will be expected to be given back to the guest Tip - overpayment will automatically be treated as a tip during the payment process Forfeit - any remaining balance will be lost and forfeited Not Allowed - overpayment will not be permitted and the maximum payment amount will equal that of the account outstanding balance
Prompt When No Overpayment	When overpayment option is selected as Tip an additional setting is displayed When this setting is not selected the point of sale terminal will not prompt for a tip if the payment amount is less than or equal to the account balance

Types

The following table outlines each type and usage.

Type	Description	Additional Information
Add Deposit to Booking	This type is used for adding additional monies to an existing booking deposit on the point of sale terminal	For more information on booking payment methods click here
All In One	This type not yet used
Card Commerce Gift Card	This type is used for gift card payments associated to Card Commerce
Cash	This type is used for any cash related payment methods
Central	This type is used for any non integrated and non bankable payment methods
Ceridian Gift Card	This type is used for gift card payments associated to Ceridian
Charge Gift Card
Charge Ledger	This type is used for charging an balance to a ledger account
CLM Charge Gift Card
CLM eGift Card	This type is used for gift card payments associated to the loyalty platform
Create New Booking	This type is used for creating a new booking deposit on the point of sale terminal	For more information on booking payment methods click here
Eagle Eye POS-Connect Gift Card	This type is used for gift card payments associated to Eagle Eye
EFT	This type is used for integrated card payments
EFT Breakdown	This type is used to record integrated payment methods for reporting purposes by their card scheme	This option is useful for recording integrated card payments, such as American Express or Diners, where funds are not settled directly into a bank account. In these cases, payments are separated for reporting and reconciliation purposes
EFT Card Not Present	This type is used to process a payment on the point of sale terminal where the card is not presented directly and will enable the card number and other details to be entered for payment
EFT Fallback
EFT Token Payment
EFT Walkout
EFT without Cashback	This type will enable integrated card payments to bypass settings where cashback has been enabled for a site	Additional settings which control cashback are enabled in: Theme Modelling → Estate Setup → Config Sets Theme Modelling → Site Setup → Configuration Settings → Prompt for Cashback
EsVelete	This type is used for gift card payments associated to EsVelte (Toggle)
External System Charge Ledger	This type is used for hotel sales import configuration
External System Redeem Deposit	This type is used for hotel sales import configuration
External System Settle Ledger	This type is used for hotel sales import configuration
External System Take Deposit	This type is used for hotel sales import configuration
Foreign	This type is used for any payment methods configured as foreign currency
Girovend	This type is used for payments associated with Girovend cashless solution
iCoupon	This type is used for payments associated with iCoupon
Intercard	This type is used for payments associated with Intercard
MOA Redeem Deposit
MOA Take Deposit
POS Integration Settlement	This type is used where payments for outstanding balances on Zonal PMS are being made from point of sale terminals	For more information on Zonal PMS payment methods click here
Redeem Booking Deposit	This type is used for redemption of a booking deposit on the point of sale terminal	For more information on booking payment methods click here
Room	This type is used for room charges where the integration is not using POS Integration Engine and uses older EFT and or PMS Server methods
Room (SOAP)	This type is used for room charges where the integration uses POS Integration Engine
Room (SOAP) - Search Prompt	This type is used for room charges where the integration uses POS Integration Engine, when this type is selected the POS operator will be prompted during the payment process to search by room or guest name
Settle Ledger	This type is used for making a payment to a ledger account to settle an outstanding balance
Standard Gift	This type is used for gift card payments associated to the standard POS Integration Engine for Gift Cards
Standard Gift Discount	This type is used for gift card payments where a payment can use a discount as well as the payment method to pay the balance
SVS Gift Card	This type is used for gift card payments associated to SVS