How To: Add a new Payment Types

Click .

The following page will be displayed.

·        Active: Select this check box if the Payment Type is active. Clear the check box if the Payment Type is inactive.

·        Payment Code: A 4 character alphanumeric identifier, unique within iNovah.

·        Payment Type Name: A descriptive name of the Payment

·        Payment Entry Form: Select the Payment Entry Form that will be used in the account information region of iNovah Cashier when payments are collected for this Payment Type. The payment form defines the layout of the account information region.

·        Allocation Count Limit: The total number of Allocations that can be processed for this Payment Type.

·        Multi-Group: Optional. Assign the Payment Type to a Multi-Group. (see Multi-Groups)

·        Endorsement Form: Optional. The Endorsement Form.  (see Form Guide)

·        Payment Image: The image associated with this Payment Type in Cashier. See on the Payment Selection Screen in iNovah Cashier.

·        Print Site: A setting to allow a specific Networked printer. Must also be configured under the Peripheral settings.

·        Receipts: 

o   Receipt Form: The Receipt – Payment Form.  (see Form Guide)

o   Number of copies: The number of Receipts to be printed.

o   Print Allocations: If checked will print the Allocation Form line on the Receipt

·        Validations:

o   Validation Form: The Validation form.  (see Form Guide)

o   Number of copies: The number of Validations to be printed

o   Print Tenders: If checked will print the Tender Form line on the Validation

o   Print Allocations: If checked will print the Allocation Form line on the Validation

·        Business Unit: All Payment Types must be associated with a Business Unit. A Payment Type must be associated with a Business Unit in order for it to be a valid Payment.

·        Tenders: Check all Tenders that are accepted by this Payment Type

·        Allocations: Check all Allocations that are accepted by this Payment Type

o   Selected: The Allocation can be added to this Payment Type

o   Default: Will automatically appear when the Payment Type is selected. Multiple defaults are allowed.

·        Interfaces: Check all interfaces needed by this Payment Type. (If needed, refer back to System Innovators for configuration)

Once all needed information has been entered correctly, Save and Deploy.

Once created, Payment Types cannot be removed from the system.

Related Topics

Remittance Configuration - Payment Types