Settlement Type Setup Instructions

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Overview

This document provides a step-by-step guide on how to set up a new Settlement Type/Payment Type.

Prerequisites

  • Access to the system with appropriate permissions to modify settlement types.

Steps

  1. Access the Menu:
    - Click on the Menu button located at the top right of any panel.
    -

  1. Navigate to Setup:
    - Click on the Setup tab.
    - Select Settlement Type Setup.
    -

  1. Add a New Payment Type:
    - Click Add to create a new payment type.
    - Enter the relevant information:
  • Name: This will be the name of the payment type.
  • Description: Describes the settlement type you are adding.
  • Priority: This refers to the order in which you wish to see the settlement types in the dropdown.
  • Resort Web: To make it available for online payments.
  • Console: To make it available for Point of Sale and Guest Folio.
  • Account: To make it available in the Account Manager.
  • Payment Gateway: Enable for all credit card type settlement types to be available within the credit card payment gateway processor.
  • Active: To indicate whether this settlement type is in use or not.

  1. Submit:
    - Click Submit to save the new settlement type.

Troubleshooting

  • Ensure you have the necessary permissions to add or modify settlement types.
  • Verify all required fields are filled out correctly before submitting.