Kounta Support

Adding Payment Types

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8 comments

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    Dale Heger

    Can this only be done by the store owner or any admin?

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    Michael

    Hi Dale, you will need to enable the 'Company' permission for users to access these settings. Admins will be able to edit and add payment types.

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    Graeme Robinson

    When selecting Account for Xero, do you put the Account Number, the Account Name or Both?

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    Josh

    Hi Graeme

    Just use the account code if you're mapping a Xero account

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    Mark cvetkovski

    Hi there, I have deselected the Customer Required option in Payment Types, however I'm still being asked to select a customer before each transaction. Does anyone know how to override this?

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    Josh

    Thanks Mark, we've logged that issue to be resolved in the next Kounta update. For now if you run into this challenge go to POS > Menu > Preferences > Update Kounta

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    Roddy Roderson

    Hi,
    I've just added a new payment type for the online ordering system we use, but it isnt counting the sales which are designated to it during the course of the day. When finalising the takings at the end of the day it asks me for a cash amount, rather than having just tallied everything up that was assigned to it. How can I make it count what is assigned to it?

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    David

    Hi,
    I have the same issue as Big Roddy, I want the new payment type I have added to work like the Tyro payment type I already have. There is no need for me to reconcile it at the end of the day because everything that goes through our online ordering system is paid online, thus ensuring it is impossible for a discrepancy to occur. So I just want the payment type to simply add up everything that goes through it each day and tell me the total at close. How can I do this?
    Thank you!

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