Keystroke Point of Sale Help

Configuration Manager - Menus - Tables - Sales Payment Types

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The Sales Payment Types List displays all currently configured Sales Payment Types. Each entry on the list displays each Payment Type's Name, Number, Hot-Key combination, and Authorization Method (if an Authorization Method has been assigned).

To add a new Sales Payment Type:

- Select a location on the list of existing sales Payment Types for the new Payment Type to be inserted. Press [Ins] to display the Sales Payment Type Settings screen. Complete all the settings as needed and press [F10] to save or [Esc] to cancel without saving the new Sales Payment Type.

To edit an existing Sales Payment Type:

- Select the Sales Payment Type on the list. Press [F3] or [Enter] to display the Sales Payment Type Settings screen. Make desired changes and press [F10] to save the changes or [Esc] to cancel without saving the changes.

To delete a Sales Payment Type:

- Select the Sales Payment Type on the list. Press [Del] to remove it from the list. Press [F10] to save or [Esc] to cancel without deleting the payment type. Note: It is not recommended to delete payment types. It is best to either change the security level so the payment type is not accessible, or disable the Available on Sales setting. Note: The Cash Payment Type, Sales Payment Type Number 2 cannot be deleted.

Changing the Sales Payment Type List Order:

The order in which the payments on the Sales Payment Types List are displayed may be rearranged. To move a payment from one location on the list to another, select the payment to be moved and press [Shift]+[Del] to cut it from the list (it temporarily disappears). Navigate to the location to which the payment is to be moved and press [Shift]+[Ins] to paste it back to the list (it reappears in the selected location). Press [F10] to save or [Esc] to cancel without moving the payment.

Settings available on the Sales Payment Types Settings screen:

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Number - Used internally to identify each Sales Payment Type. Once assigned and used, the Payment Type Number should not be changed.

Name - Identifies each Sales Payment Type on Lookup Lists, Reports, etc.

Terms - Identifies the terms of a payment type and is displayed on Invoices and Receipts.

Hot Key - Defines the [Ctrl]+key combination used to quickly select the Payment Type.

Payment Type - Defines the manner in which the payment is handled (as cash, like a credit card, for house credit, etc.).

Print Button - Defines the default Print Button selected automatically after the payment is entered. Note: As many Payment Print Buttons as needed may be assigned to a Sales Payment Type. Payment Print Buttons are displayed on the Payment Entry screen for the Payment Type. They do not affect, and are not affected by, this default Print Button setting.

Threshold to use Alt Button - Defines the threshold amount under which the Alternate Print Button is used (for low dollar transactions/payments).

Alt (Under) Print Button - Defines the Print Button used to print different receipts, or no receipt at all for low dollar transactions/payments.

Auth Method - Defines the method to be used to authorize the payment.

Available on Sales - Defines the payment as available for use on Sales Transactions in Sales Manager.

Available on ROA Payments - Defines the payment type as available to be used in Accounts Receivables (or on Credit Memos entered in Sales).

Don't Display on Sales Payments list - The payment is not displayed on the list of available payments in Sales Manager.

Customer Required - A valid Customer is required for this payment type.

Show Gratuity Field - Allow gratuity (tips) to be accepted with this payment type.

Show Auth Field - Display the Authorization field when entering, editing, or viewing the payment (accessed is determined by Security Level).

Show Exp. Date Field - Display the Expiration Date Field when entering, editing, or viewing the payment.

Start in Reference Field - Cursor prompts for input in the Reference field.

Parse Reference - Masks the payment's Reference field information with * symbols (should be enabled for Credit Cards, ATM/Debit, etc.) when it is entered or viewed.

Always Mask Ref/ExpDate - Ensures the Reference and Expiration Date information is never shown in its unmasked form.

Purge Ref/ExpDate Immediately - Replace payment Reference field information with * symbols.

Skip Tendered Field - Accept the full amount tendered without prompting for confirmation.

Open Drawer - The Cash Drawer is automatically opened when the payment is used.

Open Drawer on $0.00 payment - The Cash Drawer is automatically opened when the payment is used, even when the amount is $0.00.

Print Immediately - Prints automatically when the transaction is completed.

Print In Tax Loop on Forms - Prints this payment in the Tax Loop section instead of the Payment Loop section.

Default to $0.00 - Automatically enter $0.00 as the payment amount.

No Cents - Round the payment amount up to the nearest dollar.

Min. amount - The payment amount must be equal to or greater than the Min. Amount value.

Max. amount - The payment amount must be less than or equal to the Max. Amount value.

Eligible Items - Displays the Payment Formulas used to define restrictions for the types of items for which a payment may be used. Commonly used for Food Stamp, EBT, WIC items. Payments without any Payment Formulas may be used to buy all items.

Discount/Surcharge - Adds a Discount or Surcharge to the transaction when the payment type is used.

Round To - Round the payment to the nearest nickel (for use in Canada where pennies have been discontinued) and set the Balancing Payment to the Sales Payment Type to use for the balancing amount.

Change Back - Defines the Sales Payment Type used to give back change.

Gratuity To - Defines what to do with the gratuity (tip) amount entered on the payment. Note: The Gratuity To setting is visible only if the Show Gratuity Field setting is enabled.

Closeout Calculator - Defines the type of Calculator to use for the payment when using the Closeout function.

Closeout Deposit - Defines the default Deposit amount for the payment when using the Closeout function.

Closeout Detailed on Report - Displays detailed payment information on the Closeout Payments Report.

Security Levels - Defines the usage and display Security Levels for the payment.


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