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Payments Setup: Media Type Configuration

  • Updated

Media Type Configuration

Within Cinchio Back Office, Media Types are used as way to group together different payment Media for reporting and Revenue Management purposes. All payment Media must be assigned to a payment Media Type. 

For example, you may have “Visa” and “MasterCard” payment Media available for card payments entered at the POS or through Cinchio Kiosk or Mobile, where both can be assigned to a “Card” Media Type for consolidated reporting within Cinchio Back Office. 

Creating Media Types

To create a new media type: 

  • Head to Company Settings > Payments > Media Types
  • Select [NEW MEDIA TYPE]. 

Within the New Media Type page, enter:

  • Name: Enter the name of the media type. 
  • Accounts Chart: If required, assign a Payment GL Account to the Media Type by associating a Bank type account from the company Chart of Accounts. 
  • User For Retained Charges: If payment media against this Media Type are used for recording service fees retained by the business, enable this option. 
  • Used For Liabilities: Or, if payment media against this Media Type are used for recording liabilities captured at the POS, enable this option and then select a Liability Type as either:
    • Charity Donations: For donations captured via the POS that are owed to charity partners.  
    • Fees: For external fees captured via the POS that are owed to third-party organisations. 
    • Gratuities: For gratuities captured via the POS that are owed to employees. 
    • Tips: For tips captured via the POS that are owed to employees.   

For companies subscribed to the Revenue Management module the following options are also available:

  • Cash Purchase Enabled: Select this if payment media assigned to this media type can be selected in Cash Purchases that are enabled for Cash Purchase By Till.
  • Transactions Must Have A Customer Assigned: Select this if transactions containing payment media assigned to this media type must have a Cinchio customer assigned to them, as part of the Transaction Customer Assignment feature. 

Select [SAVE MEDIA TYPE].

 

Editing Media Types

Existing media types can be edited if required. 

To edit a media type: 

  • Head to Company Settings > Payments > Media Types
  • Locate the required media type and select [EDIT]. 

Within the Edit Media Type page, the following can be edited: 

  • Name: Enter the name of the media type. 
  • Accounts Chart: If required, assign a Payment GL Account to the Media Type by associating a Bank type account from the company Chart of Accounts. 
  • Used For Liabilities: If payment media against this Media Type are used for recording liabilities captured at the POS, enable this option and then select a Liability Type as either:
    • Charity Donations: For donations captured via the POS that are owed to charity partners.  
    • Fees: For external fees captured via the POS that are owed to third-party organisations. 
    • Gratuities: For gratuities captured via the POS that are owed to employees. 
    • Tips: For tips captured via the POS that are owed to employees.   

For companies subscribed to the Revenue Management module the following options are also available:

  • Cash Purchase Enabled: Select this if payment media assigned to this media type can be selected in Cash Purchases that are enabled for Cash Purchase By Till.
  • Transactions Must Have A Customer Assigned: Select this if transactions containing payment media assigned to this media type must have a Cinchio customer assigned to them, as part of the Transaction Customer Assignment feature. 

Select [SAVE MEDIA TYPE].

 

Searching Media Types

Access the Media Types section via: Company Settings > Payments > Media Types.

All media types are shown by default when accessing this section.

If required, you can filter the list to see specific media types, by using the following filters within the Search panel at the top of the section:

  • Name: Search for media types based on the name entered (or part of).
  • Show Deleted: Search for media types which have previously been marked as deleted.

Select [SEARCH], and all media types which meet your search criteria will be listed.

The media types list shows the following:

  • Name: Displays the media type name.

 

Deleting Media Types

Media Type Deletion

A media type can be deleted if no longer required, providing that no payment media are assigned to the media type.

You can only delete a media type if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a media type:

  • Head to Company Settings > Payments > Media Types.
  • Locate the required media type and select [EDIT]. 

Within the media type:

  • Select [DELETE].
  • Confirm the deletion.

The media type is now marked as deleted. 

 

Media Type Recovery

As this is a soft delete, the media type can be recovered if required.

To do so, locate the media type (ensuring that the Show Deleted search filter is set to "Yes") and access the media type record again.

Select [UNDELETE] and confirm the recovery.

The media type is now available again.

 

 

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