Setting up payment methods and integrated payments

Before you begin using Brightpearl POS you will need to ensure the following payment methods are set up in the Brightpearl back office. This ensures that the relevant order payments and accounting are generated.

  • Cash payments

    You can either use an existing payment method for taking cash payments at the till or create a new payment method. It is recommended that you create a new one with a payment method description that is easily recognized by your store users.

You will need to assign which payment method you are using for cash payments when setting up the store in order to enable the quick cash buttons.

  • Card payments (non-integrated)

    You can use an existing payment method for taking cash payments at the till or create a new payment method. It is recommended that you create a new one with a payment method description that is easily recognized by your store users.

  • Integrated payment methods

    To use an integrated payment method such as PayPal Here, Zettle, Adyen, Moneris or USAePAY you will need to install Brightpearl Payments and configure the related payment method's gateway settings.

    Learn more about setting up your PayPal Here, Zettle, Adyen, Moneris or USAePAY payment method here.

  • POS exchanges

    The system requires a payment method to use when you process an exchange. When processing an exchange where the customer exchanges a product for one worth the same value, when Brightpearl processes the exchange an order (for the new product) and a credit (for the old one) will be created, both for the same amount. The order and credit will be marked as "Paid" using this POS Exchange payment method.

    It is recommended that you create a new bank account that is assigned to this payment, and that you use this same bank account for store credit (see below). Having a bank account associated with a payment method will ensure that the accounting journals are created. Each transaction that uses this payment method will have a RECEIPT that is equal to the PAYMENT since they offset each other so the overall difference to your accounting for exchanges will be zero.

  • Store credits

    Create a bank account where store credit transactions can be recorded along with a new payment method. Ensure that the bank account is assigned to the payment method.

    It is recommended that you create a new bank account that is assigned to this payment and to use this same bank account for POS exchanges (see above).

    Learn more about store credit in POS

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