Custom Payment Types

The Custom Payment Types feature allows you to define additional payment methods beyond the standard options in the EPOS system. This enables businesses to handle specialized payment scenarios and integrate with external payment systems.

Permissions

Any SalesForce user can create custom payment types and assign them to an Employee Permission record.

Adding Custom Payment Types

Custom payment types can be added to provide additional payment options at your sites. Each payment type requires specific configuration to ensure proper integration with your EPOS system.

How Custom Payment Types Work

Custom payment types appear alongside standard payment options in the payment screen. When selected, they process payments similarly to built-in payment methods while maintaining separate tracking for reporting and reconciliation.

Creating a Payment Type

1. Navigate to App Launcher > Custom Payment Types
2. Click New
3. Update the following information:
   • Name: The display name for the payment type
   • Icon: Select an icon from the icon picker
4. Click Save

Icon Selection

The icon picker displays all available Salesforce Lightning Design System (SLDS) icons. You can:

• Browse through different icon categories
• Preview how icons will look in the EPOS interface

Choose distinctive icons to help users quickly identify different payment methods in the EPOS interface.

Assigning Permissions

Configure which employee permission levels can access your custom payment types. You can either create a new payment type or clone an existing one.

Creating a New Payment Type

Create a new custom payment type and assign it to an employee permission level:

1. Open the Custom Payment Types tab from the App Launcher
2. Click New
3. Enter a descriptive name for your payment type
4. Click Save to create the record
5. On the payment type detail page:
   • Select an icon using the icon picker
   • Choose the employee permission level from the lookup field
6. Click Save to apply your changes

Cloning an Existing Payment Type

Clone an existing payment type when you want to use the same configuration for a different employee permission level:

1. Open the Custom Payment Types tab from the App Launcher
2. Select the payment type you want to clone
3. On the payment type detail page:
   • Select the Clone option from the action menu
   • Select a new employee permission level from the lookup field
4. Click Save to create the clone

Important

Each custom payment type must be explicitly assigned to an employee permission level. Employees can only use payment types that are enabled for their permission level.

Processing Payments

When processing a payment using a custom payment type:

1. The system validates the payment amount
2. Creates a payment record with the custom payment type
3. Updates the booking balance
4. Generates appropriate ledger entries

Refunds

Custom payment types cannot be refunded through the standard refund process. Implement your own specific refund handling process for custom payment types.

Best Practices

• Use clear, descriptive names for custom payment types
• Choose distinctive icons to avoid confusion with standard payment methods
• Document any special handling requirements for accounting purposes
• Test custom payment types thoroughly before deployment

Limitations

System Constraints

The following limitations apply to custom payment types:

• Custom payment types cannot be used for online bookings
• Icons are limited to the standard Salesforce SLDS icon set

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Related Pages

Employee Permissions