Point of Sale (POS): Configuration: Payment Methods
Purpose
This documentation goes over how to configure and manage payment methods in the Odoo 15 Point of Sale (PoS) application.
Debug Mode
Some steps in this document will require you to be in Debug Mode.
Process
To get started, navigate to the Point of Sale app.
Once there, go to Configuration > Payment Methods. This will list out the existing payment methods configured in PoS.
Adding a Payment Method
To add a payment method, click Create. This opens the Payment Methods form where you'll complete the following fields:
Payment Method: Enter the name of the Payment Method.
Identify Customer: Forces to set a customer when this payment method and split the journal entries for each customer. Note: Enabling this field could slow down the closing process.
Journal: Leave empty to use the receivable account of a customer. Define the journal where to book the accumulated payments after closing the session. For bank journal, write the outstanding account specified in this payment method. Note: Only cash and bank journals are allowed.
Intermediary Account: Leave empty to use the default account from the company setting. Overrides the company's receivable account used in journal entries for Point of Sale.
When you're ready, click SAVE.
Enabling Payment Methods on Points of Sale
To enable a Payment Method on a Point of Sale, go to Configuration > Point of Sale. Select the PoS to edit, then click Edit.
Under the Payments section, add the new entry under Payment Methods.
When you're ready, click Save.
You'll now see the new payment option during checkout in PoS.
