Clock PMS+ uses Payment Types and Subtypes to classify payments in reports.
You can achieve a more detailed classification of payment types by adding subtypes to them. Payment types and subtypes can be selected for each payment.
1. Setup
To add a Subtype :
- Open 'Settings' from menu 'Other' in the navigation strip
- Select 'Payment Subtype'
- 'Add'
- Enter the name of the subtype and the related payment type.
2. Application
A payment type and subtype are selected for each payment:
- Open a folio
- Select 'New Payment'
- First select payment type.
- Select the corresponding payment subtype
- 'Create Payment'
3. Usage
If you have payments with selected subtypes, check 'Payments Report'
- Select 'Reports' in menu 'Other' in the navigation strip
- Select 'Payments Report'
- Enter a period;
- 'View'
- The payments are split down to Type, SubType and Currency
The subtype is used in the following reports: 'Payments Report', 'Payments in Open Folios'; 'Cashier Closure'.
4. Setting 'Require subtype for each payment'
You can set a requirement for filling a subtype for each payment. In this case, no payment can be created without a payment subtype.
To activate the requirement :
- Open 'Settings' from menu 'Other' in the navigation strip
- Select 'Payment Subtype'
- Find 'Payment Subtype required for each payment' and click button 'Change'. To cancel the requirement, click button 'Change' again.