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Creating Payment Types in Tracepos: A Step-by-Step Guide

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Creating Payment Types in Tracepos: A Step-by-Step Guide

Introduction

Learn how to create payment types in Tracepos with this step-by-step guide. By following the instructions, you can easily organize and track different forms of payments, helping you maintain accurate accounting records and manage your inventory with ease.

Step 1: Accessing the Settings Menu

  1. Log in to your Tracepos account.
  2. On the left-hand side of the screen, locate the Menu Bar.
  3. Click on the Settings option in the Menu Bar.

Step 2: Navigating to Payment Options

  1. In the Settings menu, find and click on the icon resembling a dollar sign ($). This will lead you to the payment options page.

Step 3: Viewing Current Payment Options

  1. On the payment options page, you will see a list of all the current available payment options in Tracepos.

Step 4: Creating a New Payment Type

  1. Look for the Create Payment Type button on the payment options page.
  2. Click on the button, and a modal box will appear, containing the payment type form.

Creating Payment Types in Tracepos step 1

 

Step 5: Filling in Payment Type Details

  1. In the modal box, locate the Payment Mode Name input field.
  2. Enter the desired name for the payment type in the provided input field.
  3. Determine whether the payment type is cash or bank-related.
  4. Select the appropriate option from the provided choices.

Step 6: Submitting the Form

  1. After filling in the necessary details, click on the Create button to submit the form.

Creating Payment-Types in Tracepos-step 5 to 6

Step 7: Confirmation and Verification

  1. If the payment type is created successfully, you will be redirected back to the payment options page.
  2. You will see the newly created payment type listed alongside the existing payment options.

Conclusion

By following the above steps, you can easily create payment types in Tracepos, allowing you to organize and track different forms of payments efficiently. Utilizing this feature helps you maintain accurate accounting records and manage your inventory with ease. Should you encounter any difficulties during the process, do not hesitate to reach out to Tracepos support for further assistance.

Remember, with Tracepos, you can simplify your inventory management and accounting tasks, enabling you to focus on growing your business.