User Payment Schemes

Overview

Payment schemes define which payment methods (e.g. cash, card, credit company, insurance) a user is allowed to accept during billing. By assigning payment schemes to individual users, administrators can restrict cashiers or billing staff to only the payment types appropriate for their role or department.

When to Use

• A new cashier is being set up and needs to accept specific payment types
• A user should be restricted from accepting certain payment methods
• Different cashiers need different payment options (e.g. some accept card, others cash only)

Navigating to Payment Scheme Assignment

1. Click Administration → Manage Users
2. Click the user row to select them
3. Click Manage User Payment Schemes in the right action panel
4. The Allowed Payment Schemes for Users screen opens

Required privilege: AdminManagingUsers

Adding a Payment Scheme to a User

1. In the Select User field, search for and select the user (pre-filled from the list selection)
2. Select the Payment Scheme from the dropdown
3. Click Add Discount Scheme
4. The scheme appears in the allowed schemes table

Viewing Assigned Schemes

The table shows all payment schemes currently allowed for the user, with one column: Discount Scheme (showing the scheme name).

Removing a Payment Scheme

The current interface lists assigned schemes but does not show a delete button in the table. To remove a scheme, contact your system administrator to manage the assignment directly.

Related Features

• Creating and Managing Users
• Fee Lists and Payment Schemes