Use the Custom Payment method to collect payments in a form other than cash, credit card, or checks. For example, you can use the Custom Payment method to keep track of the services availed by employees of an organization or payments made using a third-party provider such as Groupon.

To create a custom payment:

  1. Ensure that you are at the Organization level.
  2. Navigate to Admin > Categories > Custom Payments.
    The Manage Custom Payments page appears.
  3. Click Add.
    The Custom Payment page opens.
  4. Complete the following in the custom payment page:
  • Name: Enter a meaningful name for the Custom Payment.
    Note: This is the only mandatory field on this page.
  • Description: Enter a description for the custom payment.
  • Contact Details: Enter the email address, phone number, and complete address of a representative in charge for the custom payment.
  • Commission: Enter the percentage of commission that you want to give to employees performing services for guests using custom payments.
  • Active: Select this checkbox to allow the custom payment to appear as a payment option in the Point of Sale (POS) window.
    Clear the Active checkbox, to deactivate the custom payment, and remove it from the list of payment methods in the POS window.
    Note: An inactive custom payment method does not impact reports. The reports will still show the details of past payments made using the inactive custom payment type.
  • Award Loyalty Points: Select this checkbox if you want to award loyalty points for using a custom payment.
    Note: By default, loyalty points are awarded for payments made using cash, cards, and checks. 
  • Collect additional data: Select this checkbox if you want to enter additional data while  taking payments using the custom payment method.
  • Payment Type: Select the below checkboxes based on your requirement:                         -  Monetary – Financials: By default, custom payments are treated as                           monetary payments for financials - they are counted in the sales reports.
                  Clear the checkbox to not consider the custom payment in the sales  
                  reports.
               -  Monetary – Royalty: By default, custom payments are treated as                               monetary payments for royalty - they are counted in royalty calculation.                   Clear the checkbox to not consider the custom payment in the Royalty -                   By Sales and Royalty - By Collection reports.

     5. Click Finish.

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