Add a New Pay Code to the Payment Profile
RecTrac 3.1.10.21.00
Table of Contents
Problem
How can I get the new pay code to show up as an option for staff members?
Solution
You would need to add the pay code within the payment profile linked to the desired users/user groups/workstations.
Steps For Solution
- From the RecTrac main menu, go to Profile Assignments.
- Highlight the Payment Profile linked to the desired users/user groups/workstations.
- Click Update.
- Expand the Pay Code Restrictions settings group.
- Use the picklist for Allowed Pay Codes to add the newly created one.
- (See Also: Payment Code Management)
- Optional: You may want to add this new pay code to the Allowed Refund Pay Codes field if users linked to this Payment Profile will also be processing refunds.
- Click Save.
Have a RecTrac staff member who is linked to this Payment Profile, in a new session, access the Global Sales payment screen. The newly created payment code should be available for them to select during a transaction.