Setting up payment methods and integrated payments

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

  • Cash payments

    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.

You will need to assign which payment method you are using for cash payments when setting up the store so that the quick cash buttons are enabled. 

  • 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 recognised by your store users.

  • Integrated payment method

    To use an integrated payment method such as PayPal Here, you will need to install Brightpearl Payments and configure the PayPal Here gateway setting on the new Payment Method that will be used to connect the device once you connect it to your iPad. Set up your PayPal Here payment method here.

  • POS Exchange

    A system payment method required for when you process an exchange. If you process an exchange where the customer returns a product and you issue a product of the same value then when Brightpearl processes the exchange a order and credit will be created of the same value. The order and credit will be marked as 'Paid' with this POS Exchange 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 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 net difference on this payment method will be zero. There is a link on how to create store credit payment method here.

  • Store Credit

    Create a bank account where store credit transactions can be recorded and a payment method. Ensure that the contra bank account is assigned. Learn more about store credit.

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 Exchange (see above).

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