Understanding Payment Templates
Overview
This article gives you an overview of Payment Templates, showing how they link payment methods to tender types and how to map them to POS Profiles.
What is a Payment Template?
A Payment Template defines rules to associate payment modes (user-defined or system-default) with tender types. Key features:
Predefined Rules: Map payment methods to tenders (e.g., "Credit Card" to "Card Payment").
Default Settings: Assign a default payment method for quick transactions.
POS Integration: Templates auto-fetch payment options during checkout.
Note: Tender types are usually hardcoded, but iVendNext allows you to customize them.
Steps to Create a Payment Template
1. Log in to iVendNext
Ensure you have admin privileges.
2. Navigate to Payment Terms Template
Go to: Home > Retail > Settings > Payment Template.
3. Create a New Template
Click "Add Payment Template" to open the creation screen.
4. Set Template Name
Enter a descriptive name (e.g., "Retail Store Payments").
5. Define Payment Modes
Add payment methods (e.g., Cash, Credit Card) from the dropdown or create custom ones.
Mandatory: Mark one mode as default.
6. Save and Map to POS
Click Save.
Map the template to a POS profile via POS Terminal Settings.
Advanced Settings
Allow in Returns: Enable if the payment method accepts returns.
Row Management: Use Insert Above/Below, Duplicate, or Delete to organize payment modes.
Default Checkbox: Designate a primary payment method for auto-selection.
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