Payment Note is a record that contains details about a payment made. This note is used to provide additional explanations or information about the payment, typically to facilitate tracking, recording, or future reference.
Meanwhile, Payment Code is a unique identifier used to process or identify a payment. This code is commonly utilized in digital payment systems (e.g., cards) or financial transactions to ensure that the payment aligns with a specific transaction or purpose.
In DealPOS, you can configure every transaction in the Sell menu to require the input of either a Payment Note or a Payment Code. This feature ensures that transaction data is accurate and well-documented, making it easier to verify in the future. For detailed steps, please refer to the following article.
I. Configure Payment Note Required and Payment Code Required
Step 1. Go to Setup, select More Menu, and then choose Configuration Module
Step 2. Select the Sell tab then navigate to Payment Dialog
Scroll down to the Payment Dialog section, then set Payment Note Required or Payment Code Required to "Yes".
II. Create a Transaction in the Sell Menu
Step 1. Go to Sell, then select an Outlet
Step 2: Create a transaction, then select a Payment Method
If you leave the Pa44yment Note or Payment Code field empty, a warning notification will appear.
Once you fill in the required fields, the payment can be processed, and the transaction will be complete.
Related Articles
Payment Introduction Menu: Payment Menu Introduction
How to create a payment method: Add a Payment Method
Split transactions with split payments: Pay transactions with Split Payment
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).