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Custom Payment Methods
WebWorkstationMobileCustom payment methods let staff record payments that are not one of the built-in tenders. Examples include store credit, vouchers, house accounts, comps, outside financing, or other organization-specific payment types.
Permission Required
You need Salespoint access. A custom payment method must be active under Admin > ZynoSales > Payments, on the Payment Methods tab, before it appears in Salespoint.
Take A Custom Payment
- Build the sale in ZynoSales > Salespoint.
- Select Pay.
- Confirm or edit the Pay amount.
- Select the custom payment method by name.
- Enter a Reference Number if the method asks for one.
- Enter Notes (optional) if helpful for reconciliation.
- Select Pay.
The reference field depends on admin configuration:
| Reference Setting | Salespoint Behavior |
|---|---|
| None | No reference number is requested. |
| Optional | Staff can enter a reference number, but it is not required. |
| Required | Staff must enter a reference number before completing payment. |
When To Use Notes
Use notes for information that helps a manager or accounting user understand the payment later, such as:
- Voucher source.
- Approval initials.
- External account name.
- Manual authorization details.
- Service reason.
Do not put sensitive card numbers, bank account numbers, or passwords in notes.
Reconciliation
Custom payments appear in transaction details and closeout totals under the method name. If the method represents money tracked outside ZynoSuite, compare the closeout totals to that external system.
Common Issues
| Problem | What To Check |
|---|---|
| Custom method is missing | Confirm the method is active in Admin and your Salespoint configuration has refreshed. |
| Pay stays disabled | Enter the required reference number. |
| Wrong custom method was used | Review the transaction and follow your organization's adjustment or refund process. |
| Closeout totals do not match | Compare method totals, reference numbers, notes, and the outside system. |