Create a POS payment method

POS payment methods represent the various options available for processing payments during POS transactions, such as cash, credit cards, or vouchers. Each payment method has a dedicated card in Business Central, in which you can configure all necessary parameters. You can access a specific payment method card by selecting its line, clicking Manage in the ribbon, and choosing View from the dropdown.

To create new POS payment method, follow the provided steps:

  1. Click the Lightbulb button, enter POS Payment Method, and choose the related link.
    The POS Payment Methods page opens.
  2. Click New to add a new payment method.
  3. Enter a unique Code and a Description for the payment method.
  4. In the Processing Type field, select the appropriate option.
    The available options are Cash, Voucher, Check, EFT (Electronic Funds Transfer for credit cards), Foreign Voucher, and Payout.
  5. Select the Return Payment Method Code to define the method used for returns during sales transactions.
  6. Enable Block POS Payment to prevent this payment method from being used on the POS, if necessary.
  7. To open the cash drawer when this method is used, activate Open Drawer.
  8. In the Include in Counting field, specify the method’s behavior during the end-of-day counting process:
    • Yes - the system amount appears in a dedicated column.
    • Yes - blind - the system amount column is hidden.
    • Virtual - Counting occurs automatically using a designated bin specified in the Bin for Virtual Counting field.
    • No - exclude the method from the counting process.
  9. If the payment method uses a foreign currency, assign the relevant Currency Code and Fixed Rate.
  10. To consolidate posted entries, enable Post Condensed.
  11. Check Zero as Default to display a default amount of zero when this method is selected.
  12. Enable Auto End Sale if transactions should close automatically after using this payment method
  13. If you want to bypass a minimum amount requirement for web orders, activate No Min Amount on Web Orders.
  14. Set up Rounding Precision, Rounding Type, and Rounding Gains/Losses Accounts.
  15. Enable Allow Refund if this payment method should support refunds.
  16. Use the Min Amount and Max Amount fields to define allowable transaction limits.

Next steps

If needed, you can limit payment types to specific items only. For more information, refer to these instructions

See also

← Set up digital receipts
Create a new POS unit (by using an existing one as reference) →