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Payment Methods

Every way a customer can pay, mapped to the right account before the first sale.

What it does

Master-data screen for the configured list of payment methods available at checkout - cash, card networks, and any others in use - each one's description and the GL account it settles to.

How it works

Pick a method to edit

Double-click a row to load its description and linked account into the edit fields.

Point it at the right account

Every payment method needs a real linked account before it can be used to settle a sale - checkout validates each method's account link at the moment a sale posts.

Save just that one row

Changes apply to the single edited method, not a resend of the entire list.

The problem it solves

Split-tender checkout only works if every payment method actually lands somewhere in the books - a card payment with no linked account would post a sale with nowhere for that money to go. Validating the link before a sale is allowed to post, rather than after, catches a misconfiguration before it becomes a stuck, half-posted transaction.

← Point of Sale