How to record bank transfer payments in Retail POS (X-Series)

Setup

• Retail POS for Mac or PC 

Steps

Create a new payment type

1. Sign in as an admin user
2. Click Setup
3. Click Payment types
4. Click Add Payment Type
5. Select the drop-down list
6. Click Other Payment Method and Begin Setup
7. Change the name to 'Bank Transfers', leave Gateway blank
8. Click Save Payment Type

Process the sale

1. Click Sell
2. Add the products to the Sell Screen
3. Click Pay
4. Click Bank Transfers

Additional Information

Your Bank Transfers payments will now be recorded in your register closures along with your reporting.