Kounta allows you to create any number of Payment Types.
This allows you to break your payments down appropriately for reconciliation and reporting.
Payment Types should be used for Kounta customers to seperate the type of income they receive into the business.
Examples of Payment Types Include (Cash,EFTPOS,Credit Card, AMEX, Card)
Advantages of creating different Payment Types
- Helps businesses identify where their revenue is generated
- Reconciliation is more accurate
Integrated payment types such as Tyro and PayPal create Payment Types automatically when the integration is enabled so they do not need to be created manually. Integrated payment means you do not need to enter the sale amount manually into the EFTPOS Terminal, Kounta will send & receive the sales data to the terminal automatically.
Adding Payment Types.
1. Login to Back Office
2. Select the Company Settings tab from the left hand side menu
3. Select Payment Types
4. Select the Add new Payment Type button
5. Enter your Payment Type information (AMEX, Credit Card)
**Please note that the Payment Type field is limited to 20 characters including spaces and cannot include special characters such as a dash.
Payment Type - The name you want to show on your POS, Receipts etc (for example, Visa).
Clearing Account - This can be left blank as clearing accounts are now determined in the settings for the Accounting Integrations.
Quick Checkout - If this is ticked you will see this in the Quick Checkout popup on the POS screen, generally you want this enabled.
Require Customer - If this is ticked Kounta will force the user to select a customer when paying with this Payment Type
Prompt for Adjustment - When you select this payment type, the 'Adjustments' pop up will automatically appear. Useful for reminding staff in the case of a credit card surcharge, or some other adjustment needed for a certain payment type.
Troubleshooting note: Sometimes integrated EFTPOS Terminals do not send the signal back to Kounta. The Payment is taken but the sale is not closed off. In this instance it is best to create a manual payment type called "Card Payments" or something similar so you can manually cash the sale off and still get accurate reconciliation.