Edit Payment Type

The blue Payment Tab, accessible at the bottom of the Point Of Sale or by pressing the hotkey 3 when on the Point Of Sale homepage, allows users to access all necessary payment options in order to complete the Sale Order. Payment options include Cash, Credit, Debit, Check, Trade-in, Text2Pay, Use Deposit, Cash on Acct, and multiple other payment methods. After clicking, a tab to Add Payment to the  Sales Order, a menu pops-up with a preselected payment method.

Editing Invoice Payment Types

As a Flyntlok user, you will be able to EDIT any payment type, this is any default, or manually added payment type. 

1.) To Edit a Payment Type click the Wrench Icon in the upper right of your home page. From here you will select Point of Sale -> Invoice Payment Types.

2.) You can now find the Payment Type you would like to change and select the Edit button on the right-hand side.

Editable Settings of a Flyntlok Payment Type

Name

• Manually set the name for this new payment type, this is the name that will appear on the Payment tab of a Sales Order.

Order By

• The Order this Payment type will be displayed in, from the payment tab of the Sales Order

QB ID

• Cash
• Check
• Credit Card

Transaction

• Select what type of PDF will be generated for the transaction 
  • Invoice
  • Sales Receipt

Customer Override

• Select the Customer associated to the Payment Type

Transaction Return

• Choose a return method for this payment type
  • Cash memo
  • Refund receipt

Unearned Income Acct

• Select an account for unearned income to post to

Undeposited Funds Acct

• Select an account for undeposited funds to post to

Payment Clearing Acct

• Select an account for payment clearing transaction to post to

Group Transactions

• Can this payment type be processed a agroup transaction?
  • Yes
  • No

Auto Approve

• Can this payment type be auto approved?
  • Yes
  • No

After making all necessary changes to the Invoice Payment Type, click the Save button to save your changes