Author Topic: How to add Payment Buttons in Settle/Payment Screen?  (Read 22108 times)

proeftuin

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How to add Payment Buttons in Settle/Payment Screen?
« on: September 13, 2013, 11:57:08 am »
I've started to create a new basic layout for my needs in SambaPos 3026.

I was able to setup all of my basic needs but if i test now to settle a payment there is no option except for "Close".
The buttons "Cash", "Credit Card" and "Customer Account" do not appear.

I thought that all of the "Ticket: Payment types" would show up but it seems that i'm forgetting something  ::).

Can anybody help me out?
Where are those Payment types activated in the Settle/Payment Screen?

JohnS

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #1 on: September 13, 2013, 08:14:30 pm »
Manage->Tickets->Payment Types

If you need payment buttons under the ticket then you need to use Automation Commands.
SambaPOS - POS'n the World, one Terminal at a time.

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #2 on: September 14, 2013, 06:49:39 am »
Thanks John, But....

That's what I thought myself. In "Manage->Tickets->Payment Types" I do have the "Cash, CreditCard and Customer account" default configuration.
I've disabled the "Voucher" by removing the mapping.

Even if i check the Database i see the 3 correct "PaymentTypeMaps".


But if I create a ticket with some sale items and Settle there will only be a huge "Close button" at the right side,  instead of "Cash, CreditCard, Customer account and Close".

Do those 3 Payment types at the right side also need a Automation Command?

JohnS

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #3 on: September 14, 2013, 07:02:27 am »
The payment screen is not controlled by Automation Commands.

Did you remove anything in Accounts ? In particular, Transaction Types ?
Are you using multiple Ticket Types ?

SambaPOS - POS'n the World, one Terminal at a time.

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #4 on: September 14, 2013, 07:15:59 am »
I'm only using the default "Ticket".

And the Payment accounts are also the default "Cash, Credit Card, Voucher". I did add an extra Account "Bank Account" but that will be used with a Document type "Bank Transfer".
The same goes for the Transactions;   default "Customer Cash payment, Customer Credit Card payment, Customer Account Transaction".

For example the "Customer Cash Payment" Transaction:
Source Account type: Customer Accounts
Target Account type: Payment Accounts
Default Source Account:
Default Target Account: Cash

If I Check account details for a customer with a Account i do see the Different payment types (Including Bank Transfer) and they do work (That's releated to the Document types i guess). But they just do not appear in the Settle/Payment screen (The Tickets->Payment Types).


JohnS

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #5 on: September 14, 2013, 07:28:11 am »
Have you added any currencies?
SambaPOS - POS'n the World, one Terminal at a time.

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #6 on: September 14, 2013, 07:32:19 am »
No, I've not configured any forein currency.  Should there be at least one?  ???

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #7 on: September 14, 2013, 07:35:49 am »
If i check the account database table all of the accounts use foreigncurrencyid: 0

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #8 on: September 14, 2013, 08:42:20 am »
I've added a Currency; EUR and assigned the account to that currency and that did the trick for "Cash and Credit card"
Thanks :)

But "Customer account" is not available yet for a customer with an Account. Any clue what my mistake there is?

JohnS

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #9 on: September 14, 2013, 08:49:51 am »
You don't need any currencies defined for the payment buttons to work.

Have you tried clearing the transactional data ?


Is your Customer Account Type set to Rule - Credit or Debit ?
If it is credit, the account needs to have funds in it or your need a Custom Field in your Customer Entity called - Credit Limit, and set a value for their account limit.
If it is debit, then it should work.
Did you create an Account for the Customer when the Customer was Created ? In Manage->Accounts->Accounts, is the Customer listed under Customer Accounts ?
SambaPOS - POS'n the World, one Terminal at a time.

proeftuin

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Re: How to add Payment Buttons in Settle/Payment Screen?
« Reply #10 on: September 14, 2013, 11:26:18 am »
Ok it works!  :D

I found the issue was the foreign currency.
I had configured a foreign currency (EUR) without using it on any Account.
This caused the Payment screen not to show the payment buttons.

If you change all of the accounts to that configured foreign currency the options Cash and Credit Card will show but not the Customer account option.

Removing the foreign currency with the Accounts settings to default solved my issue.

I now do have to options "Cash", "Credit card" and "Customer Account"

John thanks for your help!
Regards Ruth