Maintaining Payment Types

This topic explains how to control which payment types are available in AcuityLogic POS.You can maintain payment types in the Master Data Admin module and activate or deactivate them in the Types/References module. See Setting Up Payment Types.

Most payment types that you need are preprogrammed in AcuityLogic Admin when you receive the AcuityLogic system. The payment types area in the Master Data Admin module enables you to add payment types or to deactivate payment types that your company does not use.

You cannot delete a payment type after you create it, but you can deactivate payment types that you do not want to appear in drop-down lists.

To maintain payment types

  1. In AcuityLogic Admin, click Master Data Admin and select Payment Types.
  2. In the Payment Types window, do one of the following:
    • To add a payment type, click Add Payment Type.

    • To modify a payment type, click Edit.

  3. In the Payment Type field, enter a name for the payment type.
  4. Select the Active check box to activate the payment type.
    If you deselect the Active check box, you cannot activate the payment type in the Types/References module.
  5. In the Show On Screen field, enter a number to denote the order in which the payment type appears in the drop-down list. Payment types with low numbers appear above those with high numbers. Payment types with the same number appear together in alphabetical order. Payment types whose view order is 0 are not displayed in the drop-down list.
  6. Select the Credit Card check box to indicate the payment type is a credit card.
    If you use the TMS or Worldpay credit card integrations, selecting this check box allows the payment type to trigger the integration with the credit card devices.
  7. Select the Private Label check box if the payment type is a private label credit card. Payments made using private label payment types are displayed separately from other credit card payments in the Cash Receipt Summary (AC126) report in AcuityLogic BackOffice.
  8. For credit card payment types, select the Exp Date Not Req'd check box if you do not want to require users to enter the expiration date when recording a credit card payment in AcuityLogic POS.
  9. Do one of the following:
    • Click Insert to add a new payment type.

    • Click Update to update an existing payment type.

Related Topics