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

Enable the Prepayment Check

 

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:

   • Select whether Overtender should be allowed or if it should be limited. If Limited is selected, the Maximum Overtender amount must be entered.

   • Choose the Change Tender Code, which specifies the payment method used for change when overtendering is allowed or limited. If nothing is selected, the same payment method is used for the change amount.

   • Decide whether the Cash Drawer should be opened at the end of the sale (when using PrintNode for printing with a connected drawer).

   • Activate LS Pay Payment if the method is intended to work with LS Pay (requires LS Pay module in the license). By turning on the LS Pay Payment, the LS Pay app is triggered when the payment method is chosen at the POS by activating the LS Pay app. For more information on setting up LS Pay, see here.

   • For Store Credit Payment Methods, check the Store Credit field to enable store credit functionality. For more information, see below.

   • If needed, enable the Count at Close Out field to count this payment method during close-out with a specific G/L account for posting differences. If the Count at Close Out toggle is activated, then the Diff. G/L Account field becomes editable.

   • For Gift Card Payment Methods, activate the Gift Card toggle. For more information, see How to: Configure a Payment Method as a Gift Card.

   • Set up the surcharge % on the payment method card (additional charge applied after payment selection). For more information, see How to: Set Up the Surcharge % on Payment Method Card.

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.

   

Enable the Prepayment Check

To enhance data accuracy and prevent payment-related issues, you can enable the Prepayment Check feature. Follow these steps:

 

1. Open the LS Express Administration page.

2. Navigate to the Payment Method page.

3. In the Settings FastTab, turn on the Enable Prepayment Check toggle.

   

With this feature enabled, the system will perform basic checks on sales documents for any errors before creating a payment line. This precautionary measure ensures that errors are addressed before payments are processed.