{"id":10955,"date":"2018-02-09T12:50:34","date_gmt":"2018-02-09T12:50:34","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=10955"},"modified":"2023-12-27T10:41:27","modified_gmt":"2023-12-27T10:41:27","slug":"2-3-10-a-how-to-create-bill-rounding","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/2-3-10-a-how-to-create-bill-rounding\/","title":{"rendered":"2.3.10.a. How to Create Bill Rounding?"},"content":{"rendered":"
\n

In order to round ticket amount, it is necessary to put rounding button to the payment page.<\/p>\n<\/div>\n

Creating Round Up \/ Round Down Account<\/h2>\n
\n

Go to Manage > Accounts > Accounts\u00a0<\/strong>from here click on Add Account<\/strong> link.<\/p>\n<\/div>\n

Round Down<\/h3>\n

\"\"<\/p>\n

\n
    \n
  • \n
    Account Name: <\/strong>Field that a proper name is written for the account. (For example, Round Down)<\/div>\n<\/li>\n
  • \n
    Account Template: <\/strong>Select Discount Accounts template.<\/div>\n<\/li>\n<\/ul>\n

    After completing necessary fields, click on Save<\/b>\u00a0button.<\/p>\n

    \n

    Round Up<\/h3>\n<\/div>\n

    \"\"<\/p>\n

      \n
    • \n
      Account Name:\u00a0<\/strong>Field that a proper name is written for the account. (For example, Round Up)<\/div>\n<\/li>\n
    • \n
      Account Template:\u00a0<\/strong>Select Discount Accounts template.<\/div>\n<\/li>\n<\/ul>\n

      After completing necessary fields, click on Save<\/b>\u00a0button.<\/p>\n

      \n

      Creating Round Down \/ Up Transaction Type<\/h2>\n
      \n

      In order to execute created round down \/ up accounts, it is necessary to associate them to new account transaction types. To do this, go to Manage > Accounts > Transaction Types<\/strong> from here click on Add Account Transaction Type<\/strong> link.<\/p>\n<\/div>\n

      Round Down Transaction<\/h3>\n

      \"\"<\/p>\n

      \n
        \n
      • \n
        Account Transaction Name:\u00a0<\/strong>Field that a proper name is written for the account transaction. (For example, Round Down Transaction)<\/div>\n<\/li>\n
      • \n
        Source Account Type (Debit): <\/strong>Select Receiveble Accounts template.<\/div>\n<\/li>\n
      • \n
        Target Account Type (Credit): <\/strong>Select Discount Accounts template.<\/div>\n<\/li>\n
      • \n
        Default Source Account: <\/strong>Select Receivebles Template.<\/div>\n<\/li>\n
      • \n
        Default Target Account: <\/strong>Select related target account template.<\/div>\n

        After completing necessary fields, click on Save<\/b>\u00a0button.<\/li>\n<\/ul>\n

        \n

        Round Up Transaction<\/h3>\n<\/div>\n

        \"\"<\/p>\n

          \n
        • \n
          Account Transaction Name:\u00a0<\/strong>Field that a proper name is written for the account transaction. (For example, Round Up Transaction)<\/div>\n<\/li>\n
        • \n
          Source Account Type (Debit):\u00a0<\/strong>Select Receiveble Accounts template.<\/div>\n<\/li>\n
        • \n
          Target Account Type (Credit):\u00a0<\/strong>Select Discount Accounts template.<\/div>\n<\/li>\n
        • \n
          Default Source Account:\u00a0<\/strong>Select Receivebles Template.<\/div>\n<\/li>\n
        • \n
          Default Target Account:\u00a0<\/strong>Select related target account template.<\/div>\n

          After completing necessary fields, click on Save<\/b>\u00a0button.<\/p>\n

          <\/div>\n<\/li>\n<\/ul>\n
          \n

          Creating Round Down \/ Up Account Template<\/h2>\n
          \n

          To create account templates, go to Manage > Tickets >\u00a0Calculation Types<\/strong> from here click on Add Calculation Type<\/strong> link.<\/p>\n<\/div>\n

          Round Down Template<\/h3>\n

          \"\"<\/p>\n

            \n
          • Template Name:\u00a0<\/strong>Field that a proper name is written for the account template (For example, Round Down)<\/li>\n
          • \n
            Account Transaction Type: <\/strong>Select related account transaction template.\u00a0<\/strong><\/div>\n<\/li>\n
          • \n
            Calculation Method: <\/strong>Select Fixed Amount from Ticket Total template. <\/b>(Other templates also can be selected according to working style.)<\/div>\n<\/li>\n<\/ul>\n

            Click on Save<\/strong> button after selecting decrease amount box.<\/p>\n

            \n

            Round Up Template<\/h3>\n

            \"\"<\/p>\n

              \n
            • \n
              Template Name:\u00a0<\/strong>Field that a proper name is written for the account template (For example, Round Up)<\/div>\n<\/li>\n
            • \n
              Account Transaction Type:\u00a0<\/strong>Select related account transaction template.\u00a0<\/strong><\/div>\n<\/li>\n
            • \n
              Calculation Method:\u00a0<\/strong>Select Fixed Amount from Ticket Total template.\u00a0<\/b>(Other templates also can be selected according to working style.)<\/div>\n<\/li>\n<\/ul>\n

              After editing necessary fields, click on\u00a0Save<\/strong>\u00a0button.<\/p>\n

              \n

              Creating Round Selector Calculation<\/h2>\n
              \n

              In order to operate created calculation templates on the payment page as buttons, it is necessary to create a Calculation Selector. Go to Manage > Tickets > Calculation Selectors<\/strong> from here click on Add Calculation Selector<\/strong> link.<\/p>\n

              General Settings Section;<\/strong><\/p>\n<\/div>\n

              \"\"<\/p>\n

                \n
              • Name: <\/strong>Field that a proper name is written for the Calculation Selector (For example, Round)<\/li>\n
              • Button Header: <\/strong>Field to write the name which will be seen on the payment page.<\/li>\n
              • Calculation Template: <\/strong>Click on add link and select created calculation templates.<\/li>\n<\/ul>\n

                Mappings Section;<\/strong><\/p>\n

                \n

                In here it is necessary to determine rounding process will be working on which roles, departments or document types.<\/p>\n

                \"\"<\/p>\n

                After completing necessary editings, click on Save<\/strong> button. So that Rounding feature is ready to use.<\/p>\n

                \"\"<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

                In order to round ticket amount, it is necessary to put rounding button to the payment page. Creating Round Up \/ Round Down Account Go to Manage > Accounts > Accounts\u00a0from here click on Add Account link. Round Down Account Name: Field that a proper name is written for the account. (For example, Round Down) […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,15],"tags":[],"class_list":["post-10955","post","type-post","status-publish","format-standard","hentry","category-installation","category-2-3-sambapos-detailed-setup"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10955","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=10955"}],"version-history":[{"count":6,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10955\/revisions"}],"predecessor-version":[{"id":29314,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10955\/revisions\/29314"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=10955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=10955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=10955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}