Company Settings
Payments Setup
Manage the ways your company is paid, and how payments are grouped for reporting.
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About
Payments setup is where you manage the ways your company is paid, across every sales channel, for reporting and Revenue Management.
Each way of paying, such as cash, Visa or Mastercard.
Groups of payment media, such as Card, so similar payments are reported together.
Counting cash
For cash ups, safe counts and period end counts, see Cash Count Templates and Denominations.
Payment Media
The ways customers pay, such as cash, Visa or Mastercard.
About
Payment media are the ways customers pay, at the POS, through integrations and through Cinchio ordering. Each one belongs to a payment media type for reporting.
Where payment media come from
From your POS
Created automatically the first time a new payment type is used at the POS.
In Cinchio Back Office
Created here, ready for the POS to match against.
Create
How is the payment media being created?
Automatically, from the POS
When a new payment type is first used on an integrated POS, the transaction comes into Cinchio Back Office and either:
Matches an existing one
If you've already created the payment media here.
Creates a new one
Which then needs a media type. See Edit.
In Cinchio Back Office
1
Start a new payment media
Go to Company Settings > Payments > Media and select NEW MEDIA.
2
Fill in the details
Fill in:
Choose a payment media from the list. If there isn't a suitable one, choose one of NewMedia01 to NewMedia12 and rename it afterwards.
The payment media type it belongs to.
Tick if it can be used for Customer Orders.
If its media type is used for liabilities or charges, tick to refund the liability or charge in proportion when products are refunded.
3
Save
Select SAVE MEDIA.
The payment media is created.
Edit
1
Open the payment media
Go to Company Settings > Payments > Media, find the payment media and select EDIT.
2
Make your changes
You can change:
Its name.
The payment media type it belongs to.
Tick if it can be used for Customer Orders.
If its media type is used for liabilities or charges, tick to refund the liability or charge in proportion when products are refunded.
Don't rename POS payment media
If the payment media is linked to a payment type on your POS, don't change its name.
3
Save
Select SAVE MEDIA before you leave.
The payment media is updated.
Search
Shown straight away
When you open Company Settings > Payments > Media, every payment media is listed.
Use any of these filters in the Search panel at the top, then select SEARCH. Matching payment media are listed by name.
All or part of the name.
Payment media in the selected types.
Whether to include archived payment media.
What's shown
Its name.
The type it belongs to.
Whether it can be used for customer orders.
10 payment media are shown per page. Use the page selector at the bottom right to move between pages.
Archive
Archive a payment media you no longer need. It isn't permanently deleted, so you can restore it.
You have delete rights
If you don't but think you should, find out how to get access.
What do you want to do?
Archive a payment media
1
Open the payment media
Go to Company Settings > Payments > Media, find the payment media and select EDIT.
2
Archive it
Select DELETE and confirm.
The payment media is archived.
Restore an archived payment media
1
Find the payment media
Go to Company Settings > Payments > Media and search with Show Deleted set to Yes.
2
Restore it
Open it, select UNDELETE and confirm.
The payment media is available again.
Payment Media Types
Groups of payment media, such as Card, for reporting.
About
Payment media types group payment media together for reporting and Revenue Management. Every payment media must belong to one.
Payment media
Such as Visa and Mastercard, at the POS, kiosk or mobile.
Payment media type
Both belong to a Card type.
Reporting
They're reported together as card payments.
Create
1
Start a new media type
Go to Company Settings > Payments > Media Types and select NEW MEDIA TYPE.
2
Fill in the details
Fill in:
The media type's name.
Optionally, a Bank account from your chart of accounts, as its payment GL account.
Tick if its payment media record fees or charges the business keeps as revenue.
Or tick if its payment media record amounts taken at the POS that are owed to someone else, then choose a Liability Type:
With Revenue Management
Let its payment media be used in cash purchases taken from the till.
Require a Cinchio customer on transactions paid with its payment media. See transaction customer assignment.
3
Save
Select SAVE MEDIA TYPE.
The media type is ready for payment media.
Edit
1
Open the media type
Go to Company Settings > Payments > Media Types, find the media type and select EDIT.
2
Make your changes
Change any of:
- Name
- Payment Account
- Used For Retained Charges
- Used For Liabilities
- Cash Purchase Enabled
- Transactions Must Have A Customer Assigned
See Create for what each one does.
3
Save
Select SAVE MEDIA TYPE.
The media type is updated.
Search
Shown straight away
When you open Company Settings > Payments > Media Types, every media type is listed.
Use any of these filters in the Search panel at the top, then select SEARCH:
All or part of the name.
Whether to include archived media types.
What's shown
Its name.
Its payment account, if set.
Archive
Archive a media type you no longer need. It isn't permanently deleted, so you can restore it.
You have delete rights
If you don't but think you should, find out how to get access.
No payment media use it
Move its payment media to another type first.
What do you want to do?
Archive a media type
1
Open the media type
Go to Company Settings > Payments > Media Types, find the media type and select EDIT.
2
Archive it
Select DELETE and confirm.
The media type is archived.
Restore an archived media type
1
Find the media type
Go to Company Settings > Payments > Media Types and search with Show Deleted set to Yes.
2
Restore it
Open it, select UNDELETE and confirm.
The media type is available again.
FAQs
Frequently asked questions
More questions coming soon
Can't find what you need? Contact the helpdesk using the buttons at the top.