Adding a New Payment Mode in Tracepos

This guide explains how to add a new payment mode in Tracepos. Follow the steps carefully to complete the process.

Steps to Add a Payment Mode

Step 1: Open Tracepos Dashboard

1. Open your device browser.
2. Login to Tracepos using the login link
3. By default you will be taken to your Dashboard
4. Click on the * Settings* Menu.

Step 2: Access Payment Modes

1. Click on Payment Modes to open the payment settings.

Step 3: Input Payment Details

1. Click on the "Add New Payment Modes" Button to open to Open the Payment mode form modal.
2. Type the required information for the new payment mode (e.g., payment name, Opening Balance, Opening Date select account opening date, Mode type select cash or bank, Balance select Debit).
3. Entry account Select the appropriate category, such as Linked to the Payment mode example Cash and Cash Equivalents - 1110.

Step 4: Create a New Payment Mode

1. Click on Create to save the new payment mode.

Step 5: Verify the Entry

1. Check if the newly created payment mode appears in the list.
2. If necessary, edit or delete the entry to make corrections.

Notes:

• Ensure all input fields are correctly filled before clicking Create.
• Use the Backspace key if you need to edit text inputs.
• Double-check the selected category before saving.

This completes the process of adding a new payment mode in Tracepos. If you encounter any issues, contact support.