We've tried to make jumping on board with webSAM as simple as possible, so most new systems come with our default set of payment types preconfigured. But if these don't really match your operation, you can add or edit the payment types in your system... here's how:
TABLE OF CONTENTS
Locating the Payment Type Setup Screen
If you want to add or edit Payment types into the system, please follow the following steps:
- Go to Setup on the top-left of the screen under your workshop name.
- Then go to Payment Types under Maintenance
Adding a New Payment Type
- Click on the icon on the top-right as shown below and enter the details for the new Payment Type.
- Enter the Keycode, Name and choose the Type from the drop-down menu and click the Save button.
For example, if we want to enter Mobile Payments as a method of payment, we can enter it as below:
Once you click Save, your new payment type should appear in the list of Payment Types.
Editing Existing Payment Types
If you want to edit the payment type, you need to click on underlined "Keycode" for the Payment Type that you wish to edit and enter the changes as desired. However, do note that Keycode values are permanent and cannot be edited. Once all the changes are made, click the Save button and all the changes will be saved.
For example, if we want to change the above newly added ‘Mobile Payments’ to ‘Mobile Direct Credit’, we can do this by selecting it from the list and changing it and clicking Save.
You can see below that the system has now changed the payment Name from ‘Mobile Payments’ to ‘Mobile Direct Credit’.
? Need more help?
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