Payment Template
Introduction
A payment template is a set of predefined rules that you can use to map the various modes of payment with the tender types. The tender types are usually hard coded in the system and are not created by the user. However, some applications allow you to create custom tender types.
Access the Payment Template
To access the Retail Settings, navigate to: Home > Retail. Under the Settings section click on the Payment Template shortcut. Alternatively you can navigate to Home. Click on the Awesome Bar and then type the keyword - “Payment Template List”. The application will perform a global search and will show results from several different record types related to the keyword. Click on the Payment Template List search result to launch the Payment Template List View Screen.
1. Steps to create a Payment Template
Creating a Payment Terms Template in iVendNext involves the following steps:
1. Log in to iVendNext:
Start by logging into your iVendNext account.
2. Navigate to Payment Terms Template:
Go to: Home > Retail > Settings > Payment Template.
3. Create a New Template:
Click on the "Add Payment Template" button to launch the new Payment Template Creation Screen.
4. Set Payment Template Name:
Specify a name for the Payment Template
5. Define Mode of Payments:
Add the mode of Payment(s) in the Payment Detail Table rows. You can either select an existing Mode of Payment from the list of Payment Types displayed or choose to create a new Mode of Payment by clicking on the Create a new Mode of Payment option. The application will not allow you to Save and exit the New Payment Template screen unless you set one of the Mode of Payment as a default Mode of Payment.
6. Save the Payment Template:
Click on the "Save" button to save the new Payment Template.
7. Map the Payment Template to a POS Profile:
After creation, the Payment Terms Template can be mapped to a POS Profile. You will have to manually click the Update Payment button to ensure that the newly created Mode of Payments reflect under Payment Methods. On performing a transaction, the mode of payments defined in the Payment Template will be fetched automatically on the Payment Screen.
More Info:
Some of the additional settings are explained below:
Default
Check the Default checkbox if you want this to be the default mode of payment.
Allow in Returns
Check the Default checkbox if you want to allow the cashier to be able to accept returns in this mode of payment.
Insert Below
Click on this button to insert this mode of payment below the selected row.
Insert Above
Click on this button to insert this mode of payment above the selected row.
Duplicate
Click on this button to create a copy of the selected row.
Move
Click on this button to change the row display order.
Delete
Click on this button to delete the selected row.
