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 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 G/L Posting Consolidation.
    It allows users to consolidate the posting of “G/L entries in a consolidated format” for POS payment lines. The method of consolidation of the POS payment lines is determine by what is defined in the POS Posting Profile card.

    • Per POS Entry - each POS entry is posted separately to the General Ledger, and the resulting G/L entries are consolidated per G/L account, dimension set ID, VAT setup, etc. for that POS entry.
      

      📝

      The POS entry document number is used as the posting document number.

    • Per POS period - all the POS entries created in the same period are posted together to the General Ledger at EOD, and the resulting G/L entries are consolidated per POS Unit, G/L account, dimension set ID, VAT setup, etc.
      

      📝

      The POS Period Register No Series as defined above in above field, is used as the posting document number and not the POS entry document number.

    By enabling this function, you will be able to use the field “Consolidated G/L Posting Description” to modify the DEFAULT desciption of the G/L entries by used of available placeholders in “Consolidated G/L Posting Description”.

    ⚠️

    If you do not enable this function, the POS payment method line will be unconsolidated when posted, even if in the POS Posting Profile card, consolidation has been set. You might choose not to consolidate entries for vouchers. Whereas you can choose at the same time to consolidate credit card payment. The setup for POS payment lines consolidation is dependent on what is set in each individual POS Payment Method card. But the Document No. in G/L entries is determined by what has been setup in POS Posting Profile card (Per POS Entry or Per POS Period).

11. Consolidated G/L Posting Description field is enable when you choose to consolidate posting of G/L entries. The default description of G/L entries are as follows:

• “Unconsolidated” is POS payment method description,
• “Per POS entry” are “POS entry” + entry no from POS entry list,
• “Per POS Period” are “POS Period Register no” + entry no of POS period register.

When the transaction is posted, placeholders (values %1, %2 … %6) can be set to replace with default values whereby for unconsolidated entries are %6 - %3, for consolidation per POS entry %6 - %3, for consolidation per POS Period %2/%1/%6 - %4/%3. When POS payment is posted, placeholders (values %1, %2 … %6) will be replaced with real values:

12. Check Zero as Default to display a default amount of zero when this method is selected.
13. Enable Auto End Sale if transactions should close automatically after using this payment method.
14. If you want to bypass a minimum amount requirement for web orders, activate No Min Amount on Web Orders.
15. Set up Rounding Precision, Rounding Type, and Rounding Gains/Losses Accounts.
16. Enable Allow Refund if this payment method should support refunds.
17. Use the Min Amount and Max Amount fields to define allowable transaction limits.

See also #

• Payment methods
• Payment operations
• POS payment view event setup