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How to Add POS Payment Methods in Invent ERP?

Invent ERP lets you create flexible POS Payment Methods (cash, card, vouchers) and assign them to POS sessions.

Step-by-Step Process​

Step 1: Open POS Payment Methods​

From the Main Menu, go to Point of Sale → Configuration → POS Payment Methods.

Step 1 - Open POS Payment Methods

Step 2: Create a New Payment Method​

Click Add to create a new method:

  • Method Name — Give your payment method a clear name.
  • Force Select Customer — Require selecting a customer when using this method.
  • Journal — Select the accounting journal where transactions will be recorded.

Step 2 - Create Payment Method

Step 3: Assign the Payment Method to a POS​

From POS Configuration, open your desired POS, scroll down to Payments, and add your Payment Method.

Step 2 - Create Payment Method

Step 3 - Assign Method to POS

Step 4: Use the Payment Method​

From your POS session, the new payment method will be available at checkout.

FAQ​

Q: Will disabling a payment method affect past transactions? No. Disabling only prevents future use; existing records and journal entries are preserved.

Q: Can I assign the same payment method to multiple POS sessions? Yes. You can assign a payment method to multiple POS configurations.