When making a sale, whether in the physical store (e.g. Caixabank dataphone), online or in wholesale, customers can pay in several ways, from cards to bank transfers or other online payment methods (Bizum, Paypal...). In this article, you will learn how to add, edit and delete payment methods in StockAgile.
Requirements to be able to create, edit and delete payment methods
The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER. You can see the different types of roles in the section Create or edit a user.
Steps to configure the payment methods
Open the CONFIGURATION module in the left side menu, inside the MORE group.
Enter the option of PAYMENT METHODS.
When you go to Payment Methods you will see the NEW PAYMENT METHOD button.
Fill in the following pop-up data.
Name: name of the payment method (e.g. card, cash, etc).
Code: optional field used for the integration with Sage 200; changing it may affect the integration of simplified invoices.
Description: the description of the method, although it is not a mandatory field.
Show customer IBAN at the invoices: selection in case you wish to make the customer's IBAN visible on the invoices. This allows us, for example, to put on the invoice "Direct debit to customer's account with IBAN XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX", which will be different for each customer.
Checkbox Visible for retail: selection in case you want to make the payment method visible at the point of sale.
Checkbox Visible for wholesales: selection in case you wish to make the payment method visible in wholesale sales.
Enable bank remittances: selection in case you want to enable payment for this method through bank remittances.
Color: Color in which you want the payment method to be drawn in the list.
Icon: Icon that will be displayed when listing the payment method in the list.
Preview: preview of the colored icon of the payment method.
At last, click on the SAVE button located at the bottom right of the pop-up and you will see how the payment methods will refresh and the one you have just created will appear. If there are many payment methods, the new payment method may appear on another page in the list.
Step 4: New Payment Method Pop-up