The payments setup section is split has two core elements:
Payment Media Configuration
The Payment Media section serves as the central hub for managing diverse payment methods utilised by your company across all sales channels, with payments categorised for Centegra Plus reporting and Revenue Management purposes.
Each payment media is strategically assigned to specific payment Media Types, fostering the seamless grouping of similar payment methods for comprehensive payment reporting. For instance, consider having 'Visa' and 'MasterCard' as payment media options at the POS, both categorised under the 'Card' media type to facilitate streamlined consolidation within Centegra Plus reporting.
Payment Count Templates
Specifically for use throughout the Revenue Management module, within payments setup there is also the Cash Count Templates section, combined with the Denominations sections, providing the ability to build custom cash count templates for use within:
- Cash Up Counts
- Safe Counts
- Period End Counts
For cash count templates used within cash ups, each row can also be configured to:
- Specify which site account the counted value against that denomination gets moved into when the cash up gets approved.
- Auto-populate with a count based on payments received through sales. This is particularly useful for integrated payment types, such as credit card and/or delivery integrations.
Payment Setup Articles
For information on managing payment media, see:
For information on managing payment templates, see:
- Count Templates: Create
- Count Templates: Edit
- Count Templates: Search
- Count Templates: Delete
- Count Templates: Managing Template Denominations
For further information on payments setup: