1. Home
  2. Knowledge Base
  3. Getting Started / Setup
  4. Payment Type Setup (Currency and point rates, etc.)

Log into the system, and then access the Setup menu. Select Payment tab. You can add new payment types or edit existing types by using the menu to the right of the payment types.

First enter the name of the payment type you will be creating the Type Name field, or select an existing type from the list to the left. Key in the exchange rate into the Exchange Rate field (by default this is set to 1). Check the Requires Reference Text box if the payment type you are adding will require a reference (cheque number, for example). Press Add Payment Type to save your changes.

 

To make changes, double-click the payment type.

The payment types set up here will show up in payment window when you make a sale.

Was this article helpful?