Understanding Payment Templates

Understanding Payment Templates

Introduction

Payment Templates in iVendNext streamline how payment methods (e.g., Cash, Credit Card) are linked to system tender types. This ensures consistency across transactions and simplifies POS operations. This guide covers their creation, configuration, and mapping 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.


NotesTender types are typically system-hardcoded, but some applications allow customizations.



How to Access Payment Templates

Navigate to:


  1. Home > Retail > Settings > Payment Template.

  2. Alternatively, use the Awesome Bar to search for "Payment Template List."



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.



Key Takeaways

  1. Payment Templates standardize payment methods across transactions.

  2. Always set a default payment mode to avoid errors.

  3. Map templates to POS profiles for seamless checkout.



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