Alternate Payments - archive

Owned by Eric Dobyns (Unlicensed)
Last updated: May 19, 2020 by Rose Eliff (Unlicensed)
2 min read

Summary 

Alternate payments are miscellaneous forms of payment used instead of cash, credit card or gift card. These might include gift certificates, loyalty programs (e.g., pasta points), house accounts, etc. 

Configuration 

In ECM, configuration is managed in two areas:

  • Financial - Alternate types of payment are configured under the Financial tab.

  • Jobs - Permission are granted to specific jobs to use specific types of alternate payments.

Add or Edit Alternate Payments

Path: Financial > Alternate payments

  • Add an alternate payment

    • Click Add Alternate Payment and enter the name and description.

    • Select the jobs that can apply this alternate payment

    • Posting Interface - Select if applicable 

    • Requires Member Account - Select if the alternate payment type requires a member account 

    • Click Active to make the alternate payment active. Click Save.

  • Edit an alternate payment 

    • Click the edit (pencil) icon to open the edit screen.

    • Make changes as needed.

    • Select or clear the Active checkbox to make active or inactive.

 

  •  

    • You can also edit the Name, Description or External Code from the Alternate Payments grid by clicking in the text field and revising the text.

    • Select or clear the checkbox to make active or inactive.

    • Save changes or cancel changes when done. 

 

User permission to use alternate payment 

Path: Users > Jobs 

Users must have permission set under Jobs to use alternate payments. Various alternate payments can be flagged for different jobs.

  • Select a job, click Alternate payments 

  • Checkmark specific alternate payments to provide permission for the selected job type to  use.

 

Operation 

On the app, the user may go to the payment screen and tap Alternate in the payment options bar at top. 

The user can select an alternate payment from the list of alternate payment types. (Only one type is shown here.) 

The type will also appear in the check screen at left. 

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