Cash - Customising Cash
Customising Cash
Optisoft Cash is provided with a default set of Sell Item buttons and Payment Types configured. These can, of course, be customised to meet your own needs.
Payment Types
Optisoft Cash comes pre-configured with a number of standard payment types that are accessible from the Pay button in the till.
Adding Payment Types
Adding Payment Types
You can add a new payment type button to the list or you can also add a sub-category to an existing payment type.
New Payment Type
Adding a new payment type will create a new first level button on the Payment Type screen.
Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
Type in the name for the new payment type in the Description box.
Use the Button Colour dropdown box to assign a colour to the new button.
Use the Change checkbox to specify whether change can be provided for the payment type.
Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports. See Vouchers for more information.
Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
Click the button to save the new payment method.
New Payment Sub-Category
Adding a new payment sub-category will create a new second level button underneath an existing payment type button. This can be used to group similar payment types together.
In our example we will add a new sub-category to our Credit Card payment type.
Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen. Click on the Built-In Lists button to provide a list of the payment types on the system. We will select Credit Card here and then click . This will bring up the existing Credit Card payment type for editing.
Click the button to open the Sub Payment dialogue.
Type in the name for the new payment sub-type in the Description box.
Use the Button Colour dropdown box to assign a colour to the new button.
Use the Change checkbox to specify whether change can be provided for the payment type.
Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports. See Vouchers for more information.
Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
Click on the button to add the sub-type, it will now appear in the list on the payment method.
Click to save the changes.
Deleting Payment Types
Deleting Payments
You can delete a payment type from the till so that it no longer appears. If you delete a first level payment type then all of the sub-types of that payment will also no longer appear.
Deleting Payment Types
Click on the in the top left hand corner of the screen.
Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
Click on the Built-In Lists button to provide a list of the payment types on the system.
Select the payment type to delete and click the button.
Click on the button to delete the payment type.
Deleting Payment Sub-Types
Click on the in the top left hand corner of the screen.
Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
Click on the Built-In Lists button to provide a list of the payment types on the system.
Select the payment type that contains the sub-type you wish to remove and click the button.
Select the sub-type in the list box at the bottom of the payment method screen.
Click the button, and you will see a (d) next to the payment.
Click on the button to remove the payment sub-type.
Editing Payment Types
Editing Payment Types
You can edit the existing payment types’ properties. You cannot rename an existing payment type.
You can add sub-types to payment categories, this will create a new second level button underneath the existing payment type button. This can be used to group similar payment types together. See New Payment Sub-Category for details.
Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen. Click on the Built-In Lists button to provide a list of the payment types on the system. Select the payment type to edit and click the button.
Use the Button Colour dropdown box to assign a new colour to the button.
Use the Change checkbox to specify whether change can be provided for the payment type.
Use the Voucher checkbox to specify if the new payment type is a voucher.
Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.