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Payment methods

Payment methods window

From the Payment methods window, you can add, delete and edit the payment methods available in the Receive Payment window when making transactions with customers. To access this configuration window, from the GEM-CAR main menu, go to Accounting > Payment methods.

Add payment methods

To add a new payment method, follow the steps below.

  1. Access the Payment methods configuration window.
  2. Click on the + button.
  3. Enter the information and select options to configure the payment method.
  4. Click on the diskette button to save.

Delete payment methods

To delete a payment method, follow the steps below.

  1. Access the Payment methods configuration window.
  2. Select a payment method on the list.
  3. Click on the - button.
  4. Click on the diskette button to save.

Edit payment methods

To edit a payment method, follow the steps below.

  1. Access the Payment methods configuration window.
  2. Select a payment method on the list.
  3. Modify the fields and options to configure the payment method.
  4. Click on the diskette button to save.

Fields and options

In this section, you will find descriptions of configuration options for payment methods.

Position

The numerical value entered in the Position field corresponds the order whereby the different payment methods will appear on the list above and in the Receive payment window.

Description

The names entered in the Description field correspond to the names of the payment methods that will appear on the list above and in the Receive payment window.

Abbreviation

The abbreviation entered in the Abbreviation field is a shortened form of the name of the payment method that may appear on some documents and reports generated by GEM-CAR. It is also used for information sharing between GEM-CAR and the terminal payments. Concerning the Global Payments integration, please refer to the table in the Global Payments user manual for more information on the values to be entered in this field.

Cash

The Cash box has to be checked only for the cash payment methods. It will also disable the Card type drop-down menu.

Cash Drawer

To allow cash drawers to use a payment method, check the Cash Drawer box option. This configuration can be applied to any payment methods except for cash. Indeed, if the Cash box is checked, the Cash Drawer box will not be available.

Sales GL

The ledger number entered in the Sales GL field determines to which ledger the transaction will go. You can either directly enter the ledger number in this field or retrieve it in the GL accounts maintenance window by clicking on the adjacent magnifying glass button.

Card type

For card payments, the type of cards needs to be selected using the Card type drop-down menu. The options are:

  • American Express;
  • Debit;
  • Discover;
  • JCB;
  • Master Card; and
  • Visa.

Concerning the Global Payments integration, please refer to the table in the Global Payments configuration manual for more information about the options to be selected with this drop-down menu.

Type section options

In the Type section, you will find options to be selected for accounting purposes. These options are:

  • Standard: for cash and all types of debit card payments;
  • Cheque, for check payments;
  • National Account;
  • Foreign exchange rate;
  • Credit card: for all types of credit card payments; and
  • Add to account.