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SETTING UP PAYMENT METHODS

The Payment Methods Section Allows You To Customize How Payments Are Processed In Your Business

You can:

  • Add multiple payment methods
  • Set commission rules
  • Configure foreign currency options

✅ Adding a New Payment Method

Follow these steps when creating a new payment method:

1️⃣ Enter the Payment Method Name

  • Example: Cash USD, Visa, Bank Transfer, etc.

2️⃣ Select the Account Type
Choose from:

  •  Cash
  •  Card
  • Cheque
  • Bank Transfer

3️⃣ Apply Commission Rules (optional)

  • Set the commission percentage or a fixed amount if applicable.

4️⃣ Select Applicable Branches

  • Choose which branches can use this payment method.

✅ Foreign Currency Option

If this payment method involves foreign currency, enable the "Foreign" option and configure:

  • Currency Type – Select the appropriate foreign currency.

  • Conversion Type – Choose the conversion logic:

    • Divided by – For converting from foreign to local currency

    • Multiplied by – For converting to a different currency

  • Conversion Rate – Set the exchange rate.

 

✅ Saving & Managing Payment Methods

  • 💾 Click "Save" to confirm your changes.

  • ✏️ Edit & Remove – You can always modify or delete a payment method as needed.