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Payment records are easy to set up. You must have at least one payment record in order to process Execu/Touch POS. Each code has only one character, such as 0,1, etc. You may use numbers 0-1, upper case letters, and lower case letters with the exception of D and S. Paid-outs also are set up in Payment Codes. The code for tips must be P/OT for. Other paid-out codes must be P/O* where the * is a character such as V (for example, P/OV for Paid/Out Vendor). Below are examples of payment codes. The first column is the code and the second column is the description. If you are using Shift4 or WorldPay integrated credit card processing, these codes must match those in the interface configuration. See Additional Information.
If using EMV PIN Pads you must add a payment code with these settings.
Code = $ Description = EMV
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This is the payment code setup screen: "Payment Code:" is the record key and cannot be changed. The code should be one character - any number 0 through 9 or any letter a through z or A through Z with the exception of D and d. "1. Description:" may be up to thirty characters. See below for required, restricted, or special payment descriptions. "2. HOTEL/GL payment code:" is required if you have Execu/Suite PMS. You must enter a valid Hotel payment code . "3. Credit Card/Charge Code?:" Is this a credit card payment (Y/N) or a HOTEL charge code (C) "4. Allow tip entry? (cash):" applies only to cash payment types. Answer Y if you want a popup to allow a tip entry. Other payment types automatically will prompt for tip. "5. Credit card info swiped?:" should be V if you are using integrated credit card processing or C to prompt for a comment. See Additional Information. "6. Credit card discount %:" is no longer used. You can leave this field blank. "7. Print check when closed?:" should be Y for the check to print automatically when closed to this payment type. If set to N the check will not print automatically but can be printed on demand. "8. Open cash drawer?:" should be set to Y for the cash drawer to open automatically when a check is closed to this payment type and the terminal is configured to open the cash drawer. "9. May pre-auth employees use?:" can be set to Y to allow a pre-auth employee to preauthorize a credit card but not close a check. Pre-auth employees are defined by an "A" in field 12 ("Close own checks?") in Employee Records . "10. Employee type allowed:" sets the level of employee allowed to select this payment type. Enter A for administrator, V for supervisor, C for cashier, or S for server. Server (S) is the lowest level, and all employees with a higher level will be permitted to use this type. If C, then A, V, and C employees may select this payment type but S may not. If V, then only V and A level employees may select this payment. "11. Gen Ledger Account-Debit:" may be left blank unless you are using Execu/Tech's back office or another accounting interface with Execu/Touch POS but are not using Execu/Suite PMS. "12. Gen Ledger Account-Credit:" may be left blank unless you are using Execu/Tech's back office or another accounting interface with Execu/Touch POS but are not using Execu/Suite PMS. "13. Gen Ledger Journal Code:" may be left blank unless you are using Execu/Tech's back office or another accounting interface with Execu/Touch POS but are not using Execu/Suite PMS.
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