{"id":11013,"date":"2018-02-10T10:28:28","date_gmt":"2018-02-10T10:28:28","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=11013"},"modified":"2018-04-09T14:23:03","modified_gmt":"2018-04-09T14:23:03","slug":"2-3-11-how-to-add-new-payment-type","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/2-3-11-how-to-add-new-payment-type\/","title":{"rendered":"2.3.11. How to Add New Payment Type?"},"content":{"rendered":"<p id=\"oedeme_tipi_nas\u0131l_tan\u0131mlan\u0131r\" class=\"sectionedit1\">When SambaPOS installed some payment types such as Cash, Credit Card, Voucher and Customer Account come as default. It is also possible to create payment methods according to restaurant&#8217;s needs.<\/p>\n<h2 id=\"hesaplar\u0131_acmak\" class=\"sectionedit2\">1- Adding Accounts<\/h2>\n<div class=\"level2\">\n<p>Go to <strong>Manage &gt; Accounts &gt; Accounts<\/strong> from here click on <strong>Add Account<\/strong> link.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11014 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-01-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-01-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-01-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-01-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-01.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li><strong>Account Name: <\/strong>In here write\u00a0the name of account.<\/li>\n<li><strong>Account Template: <\/strong>Select Payment Accounts template.<\/li>\n<\/ul>\n<p>After completing necessary editings, click on <b>Save<\/b>\u00a0button and repeat the same things for other accounts too.<\/p>\n<\/div>\n<h2 id=\"hareket_tipinin_tan\u0131mlanmas\u0131\" class=\"sectionedit3\">2- Adding Transaction Type<\/h2>\n<div class=\"level2\">\n<p>Go to <strong>Manage &gt; Accounts &gt; Transaction Types &gt;<\/strong> from here click on <strong>Add Account Transaction Type<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11016 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-02-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-02-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-02-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-02-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-02.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<\/div>\n<ul>\n<li><strong>Account Transaction Type Name: <\/strong>Write the name of new account transaction type. (In the example it is written Customer Hsbc POS Payment)<\/li>\n<li><strong>Source Account Type (Debit): <\/strong>Select Customer Accounts template.<\/li>\n<li><strong>Target Account Transaction Type (Credit): <\/strong>Select Payment Accounts template.<\/li>\n<li><strong>Default Target Account: <\/strong>Select related target account template.<\/li>\n<\/ul>\n<p>After completing necessary editings, click on <b>Save<\/b>\u00a0button and repeat the same things for other accounts too.<\/p>\n<h2 id=\"doekueman_tipi_tan\u0131mlama\" class=\"sectionedit4\">3- Adding Document Type<\/h2>\n<div class=\"level2\">\n<p>Go to <strong>Manage &gt; Accounts &gt; Document Types<\/strong> from here click on <strong>Add Document Type<\/strong> link.<\/p>\n<\/div>\n<p id=\"genel_ayarlar\" class=\"sectionedit5\"><strong>General Settings Sections;<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11019 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-03-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-03-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-03-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-03-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-03.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\"><strong>Name:<\/strong>\u00a0Field to write name of document.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Button Header: <\/strong>Field to write the name that will be seen on the button.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Account Template: <\/strong>Select Customer Accounts template.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Default Amount: <\/strong>Select Balance.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Description Template: <\/strong>Write proper explanation for transaction type.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Document Type: <\/strong>Field to select, created Credit Card Payment method will be used for which document type.<\/div>\n<\/li>\n<\/ul>\n<p id=\"iliskiler\" class=\"sectionedit6\"><strong>Mappings Section;<\/strong><\/p>\n<div class=\"level3\">\n<p>In here select created account will be seen by which users, roles and under which departments.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11021 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-04-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-04-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-04-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-04-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-04.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<\/div>\n<p>After completing necessary editings, click on <strong>Save<\/strong> button. Repeat the same process for all other credit cards.<\/p>\n<h2 id=\"oedeme_tipi_tan\u0131mlama\" class=\"sectionedit7\">4- Adding Payment Type<\/h2>\n<div class=\"level2\">\n<p>After completing creatation of accounts, they are supposed to be seen in the ticket as a payment method. Go to <strong>Manage &gt; Tickets &gt; Payment Types<\/strong> from here click on <strong>Add Payment Type<\/strong> link.<\/p>\n<\/div>\n<h3 id=\"genel_ayarlar1\" class=\"sectionedit8\">General Settings Section;<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11023 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-05-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-05-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-05-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-05-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-05.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\"><strong>Template Name: <\/strong>Write the name which will be seen as button on the payment page.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Account Transaction Type: <\/strong>Select Payment Transaction Type template.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><strong>Account: <\/strong>Select the account that will be used by related button.<\/div>\n<\/li>\n<\/ul>\n<p id=\"iliskiler1\" class=\"sectionedit9\"><strong>Mappings Section;<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11025 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-06-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-06-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-06-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-06-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-06.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>After adding at least one row on the mappings section, click on <strong>Save<\/strong> button.<\/p>\n<h2 id=\"eski_kredi_kart\u0131_butonunun_kald\u0131r\u0131lmas\u0131\" class=\"sectionedit10\">Removing Current Credit Card Button<\/h2>\n<div class=\"level2\">\n<p>Go to<strong> Manage &gt; Tickets &gt; Payment Types<\/strong> from here double click on <strong>Credit Card<\/strong>\u00a0line.<\/p>\n<p>Go to Mappings Section of Credit Card payment type, select the line, click Delete and then click on <strong>Save<\/strong> button. So that payment type will be disabled.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11027 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-07-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-07-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-07-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-07-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-07.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<\/div>\n<p>Deleting Payment Type completely, will cause error on the reports about previsouly taken Credit Card payments. By this process only the button will disappear and payment type won&#8217;t be deleted completely.<\/p>\n<p>After these processes, added payment types become ready to use on the payment page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11035 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-08-1-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-08-1-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-08-1-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-08-1-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/02\/2-3-11-How-to-Create-New-Payment-Type-08-1.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When SambaPOS installed some payment types such as Cash, Credit Card, Voucher and Customer Account come as default. It is also possible to create payment methods according to restaurant&#8217;s needs. 1- Adding Accounts Go to Manage &gt; Accounts &gt; Accounts from here click on Add Account link. Account Name: In here write\u00a0the name of account. [&hellip;]<\/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-11013","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\/11013","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=11013"}],"version-history":[{"count":5,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/11013\/revisions"}],"predecessor-version":[{"id":13635,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/11013\/revisions\/13635"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=11013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=11013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=11013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}