Record Payment Type for Standalone Processing

Created by Josh Okey, Modified on Sat, Jan 13 at 9:18 AM by Josh Okey



In this guide, we'll explore the setup and utilization of the 'Record Payment Type' feature in coreSTORE.  Let's begin:


1. Accessing Payment Types Setup: First, you'll need to locate the Payment Types Setup section. To do this, go to the main menu and select Company>Settings. Once there, look for Payment Types in the left-hand panel.




2. Verifying the Status of Record Payment Type: In this step, ensure that the record payment type is set to 'Active.' On the user interface, an active payment type is indicated by a green color. Conversely, an inactive payment type will display a strikethrough.






3. Once the payment type is verified, you may want to charge a credit card processing fee. This can be accomplished by navigating down in the payment type settings and finding the option called Record Payment Markup/Markdown Percentage. Enter the numerical value for your processing fee percentage in this section. This fee will then be applied to transactions using the record payment type.





4. You may also want to track these payments in your daily closing report. If that is the case, you will need to verify that the 'Track Record Payments In Register' setting is correctly set up. This option can be found under Company > Settings > Sales. Alternatively, you can simply search for this term using the search option.




5. Now, you can proceed to the sales screen where the record payment type will be visible. Additionally, when finalizing a sale, you should notice the markup fee associated with this payment type displayed.




Below, you'll find a brief video tutorial that guides you through locating the setup options and demonstrates how these settings will appear on your sales screen.



We're always here to assist you! If you need any help, please feel free to reach out to us at any time.











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