1. HCM Info
  2. Heartland Retail
  3. General / Settings
  4. Payment Types

Creating Custom Payment Types for the POS and Sales Orders

[[ video.video_data.title || (video.article_name + ' - ' + video.video_id) ]]

Creating Custom Payment Types for the POS and Sales Orders

By default, these payment options appear in Heartland Retail's POS:
mceclip0.png

If you want to accept a form of payment that is not available by default in Heartland Retail, you can create a custom payment type.

Why use custom payments types?

Here are a few examples why you might want to use a custom payment type:

  • If you would like to allow customers to purchase items from you on account, you could create a custom payment type called "House Account."
  • If you wish to process credit card payments outside of Heartland Retail on a separate terminal, custom payment types would be a way to do it.
  • If you accept gift cards from another company (like a corporate parent or affiliate, for example), a custom payment type would be a good way to handle this.

To create a custom payment type:

  1. Click the "Settings" link and navigate to the "Payment Types" tab.
  2. On the "Payment Types" tab, click the "New" button.
  3. Once you have entered a "Name" and "Description", click the "Save" button.
mceclip1.png

This payment type is now available to use at the POS.

Customer Payment Type Settings

There are two settings on the custom payment types that give you additional flexibility.

The first allows you to choose whether or not you want this payment method to be available to use on a sales order.

The second allows you to control whether or no the payment amount should default to the ticket's Balance Due or whether or not it should default to a blank field.

Custom Fields

Custom fields within a custom payment type allow you to collect additional data about the form of payment.

For example, if you added a "Corporate Gift Card" payment type, which may be used to honor corporate gift cards that you did not issue, you may want to track the gift card number.

You can do this with a custom field within the payment type. Once you have set it up, that custom field will appear on the payment screen when you you tender the transaction at the POS.

For example:
mceclip2.png

And, once you add the payment to the POS ticket, the information that you put in the custom field is visible:
mceclip3.png

 

Accounting

If you are using the QuickBooks Online integration, you'll see that you can map a payment account for each custom payment type you create. (Using QuickBooks with the Heartland Retail Integration: Helpful Video Tutorials and QB Support).
mceclip4.png