This section contains two working interfaces: the Payment Options List (account assignment view) and the Create Payment Option Modal.
This interface maps different customer-facing payment methods (e.g., Cash, Cheque, Online Transfer, Card Payment) to specific internal ledger and bank accounts for automatic financial reconciliation.
Locate Payment Option:
Review the list under the Payment Options column (e.g., Cheque, Online Trans., Deposit, KOKO, card payment, cash, credit).
Assign a Bank/Ledger Account:
Find the payment option row and open the dropdown menu under Assign Account.
Select the corresponding business bank account (e.g., Bank Of Ceylon) where incoming funds should be deposited.
Verify Settings:
Check the Service Fee and Percentage settings associated with the payment option.
Save Settings:
Click the Action button next to the option to save or edit the configuration.
This pop-up form allows you to introduce an entirely new payment method into the system, making it available at checkout and across transaction lists.
Open the Creation Modal:
On the Assign Account For Payments page, click the blue Create Payment Option button located in the upper-left area.
Enter Option Name:
In the Name input field, type the clear title for the payment channel (e.g., KOKO, Mintpay, Amex, QR Transfer).
Select Payment Type:
Open the Payment Type dropdown menu and choose the appropriate category (e.g., Online, Cheque, Deposit, Cash).
Save the Configuration:
Click Save to add the new payment option to the active system registry or click Cancel to discard.