Payment Methods

The Cash payment method was automatically created during setup, but LS Express supports various payment methods.

 

How to: Add a New Payment Method

How to: Configure a Payment Method for Store Credit

How to: Configure a Payment Method as a Gift Card

How to: Set Up the Surcharge % on Payment Method Card

 

How to: Add a New Payment Method

1. Go to the Payment Methods page and select an existing Payment Method Code or create a new one using the New action.

2. Optionally, add a picture to differentiate payment methods in the POS.

   

3. In the Settings FastTab:

   Field	Description
   Per Payment Limit	Defines the maximum amount that can be paid using this payment method in a single transaction.
   Overtender	Select whether overtendering is allowed or limited. If Limited is selected, the Maximum Overtender amount must be entered.
   Change Tender Code	Specifies the payment method used for change when overtendering is allowed or limited. If left blank, the same payment method is used.
   Open Cash Drawer	Determines whether the cash drawer should open at the end of the sale (applies when using PrintNode for printing with a connected drawer).
   LS Pay Payment	Activates LS Pay for this payment method (requires LS Pay module in the license). When enabled, LS Pay is triggered at the POS when the payment method is selected. For more information on setting up LS Pay, see here.
   Store Credit	Enables store credit functionality for this payment method. For more information, see below.
   Count at Close Out	Determines whether this payment method should be counted during close-out. If enabled, the Diff. G/L Account field becomes editable for posting differences.
   Gift Card	Activates the Gift Card functionality for this payment method. For more information, see How to: Configure a Payment Method as a Gift Card.
   Surcharge %	Allows setting a surcharge percentage on the payment method, applying an additional charge after payment selection. For more information, see How to: Set Up the Surcharge % on Payment Method Card.
   Prepayment Check	Ensures accuracy by performing basic checks on sales documents for errors before creating a payment line, helping prevent payment-related issues.

How to: Configure a Payment Method for Store Credit

The Store Credit payment method is used when issuing store credit for returned goods, instead of refunding or when a customer returns with a store credit receipt and wants to use it as payment. Each issued store credit is applied when used and can only be used once.

 

1. Create a new Payment Method for Store Credit.

2. Connect it to a G/L account.

3. Enable the Store Credit toggle to issued store credit.

   

4. See more information on Store Credit.

How to: Configure a Payment Method as a Gift Card

Note: For a gift card to work as payment, you need to add cash value to the gift card.

1. Create a new Payment Method for receiving gift cards.

2. Enable the Gift Card toggle to activate it as a Gift Card payment method.

   

How to: Make an Item as a Gift Card

• In order to sell Gift Cards and use the built-in functionality, create a new Non-Inventory item called "Gift Card" and enable the Gift Card toggle.

  

• Once you have followed these steps, you should be able to Sell a Gift Card to a Customer and Receive Payments by Gift Card at the POS.

How to: Set Up the Surcharge % on Payment Method Card

1. Select the existing Payment Method for which you want to set up the surcharge %, or create a new Payment Method.

2. In the Payment Method Card, navigate to the Settings FastTab.

3. Locate the field labeled Surcharge % and enter the desired surcharge percentage (e.g., 2% for a 2% surcharge).

4. Next, specify the G/L account where the surcharge amount should be posted.

   

5. After setting up the surcharge % and G/L account, the surcharge will be applied when using the specific payment method during sales transactions in the Point of Sale (POS).

 

For example:

 

1. Add an item to the sales transaction in the POS.

2. Select the payment method for which you configured the surcharge % (e.g., Card payment method).

   

3. After selecting the payment method, the surcharge % will be automatically applied.

4. The system will calculate the surcharge amount based on the surcharge % and update the total amount accordingly.

   

5. The surcharge amount will be posted to the specified G/L account after the payment is completed.