Details about Receipt Types and Accounting Options in RMS

Overview

The Accounting Options > Receipt Types tab offers a range of customisation options to configure the Property database.

Options include Receipt Types, Pay By Links and Credit Card Transaction Fee settings.

Receipt Types determine the available payment methods for Receipts and Refunds.

Payment Gateways are an eCommerce application provided by merchant services to authorise and process credit card payments in a PCI-compliant manner.
Connecting a Payment Gateway account with RMS provides secure credit card storage, payment processing and refunds directly from an account in RMS.

The Pay By Link feature is a secure payment request that can be sent by SMS or email.

Tip! Payment Gateway Receipt Types will become activated automatically when a Payment Gateway is configured for the Property.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Guide

In the side menu of RMS, go to Setup > Accounting > Accounting Options.

1. Navigate to the Receipt Types tab.
2. Select the checkbox for the required Receipt Types.
   Selected Receipt Types will show in the Receipt screen for Users to create a receipt.
3. Select the default Credit Card Transaction Fees setting (Optional).
   The selected option will be the default display on the Receipt screen.
4. Select Pay By Link (Optional - RMS Pay only).
   Select the Email and SMS template, and the Transaction Fee percentage.
5. Select Save/Exit.
   
    

Tip! After saving changes to setup, Users should log out of RMS and then log back in to ensure the database updates and reflects the modifications