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Payment methods

The Payment methods screen is where you configure which methods can be used at checkout, such as cash, bank transfer, or card. This is a setup screen for the method itself, not the screen where you record the actual payment.

When to use this page​

  • When you need to add a new payment method.
  • When you need to decide which method should be Default.
  • When you need to configure Fiscal payment type for fiscal flow.
  • When you need to stop, activate, or edit an existing method.

This is usually one of the first setup steps in the finance section. Without at least one active payment method, you cannot move smoothly to Add payment.

For the screen where you record money received, see Add payment.

What you see in the list​

  • Payment method — the method name and description.
  • Fiscal payment type — if configured, this shows the method's fiscal type.
  • Statuses:
    • Active or Inactive
    • Default or Not default

If you see System payment method, it means the method comes from the system or an integration and is not edited the same way as a manually added method.

Steps: Add a new payment method​

  1. Go to "Settings" > "Payments" > "Payment methods".
  2. Click "New payment method".
  3. Fill in the fields:
    • "Name" — required, for example "Cash" or "Bank transfer".
    • "Description" — short note (optional).
    • "Fiscal payment type" — decides which position in the cash register the payment goes to. The position number depends on the device model. Below the field there is a hint with a "Learn more" link to Fiscal payment type and cash register positions.
    • "Default" — this method will be preselected at checkout.
    • "Activate payment method" — enable it so the method can be used.
  4. Click "Save".

How the main settings work​

  • Default — the method is preselected during checkout, but you can still change it for a specific sale.
  • Activate payment method — when disabled, the method should not be used in new payments.
  • Fiscal payment type — used when you have fiscal flow and need the payment type passed correctly to the fiscal device.

Fiscal payment type and cash register positions​

A cash register does not recognise a payment by its name but by a position number. Each Fiscal payment type goes to a fixed position on the device. What that position means — the name printed on the receipt and how it is reported to the NRA (the Bulgarian tax authority) — is set up on the device itself.

That is why the method's name means nothing to the cash register. A method called "Card" with fiscal type "Cash" is reported as a cash payment. A method with no fiscal type selected is also printed as "Cash".

Which position each type uses​

Fiscal payment typeDaisyDatecs (DP-05, DP-25, DP-35, DP-150, WP-50)Datecs X and MX
"Cash"В БРОЙ (cash)Cash0 — factory name "В БРОЙ" (cash)
"Card"payment 2 — factory name "КРЕДИТ" (credit)payment 2 — factory name "debit card"1 — factory name "КРЕДИТ" (credit)
"Check"payment 1 — factory name "НАЛ.ПЛАТЕЖ"payment 1 — factory name "credit"3 — factory name "ЧЕК" (check)
"Bank transfer"payment 3 — factory name "НЗОК" (health fund)payment 3 — factory name "НЗОК" (health fund)4 — factory name "ВАУЧЕР" (voucher)

You can see your device's model in Fiscal devices and fiscal printing.

What to set up on the device​

Every position you use has to be set up on the device for the same kind of payment. Otherwise the device refuses the receipt or reports the payment to the NRA as another kind.

Daisy (for example Compact M)

Positions are set up from the device keypad, in programming mode, in the payments section. The device numbers positions from 1 for "В БРОЙ" (cash), so:

  • payment 1 is Номер 2 (number 2);
  • payment 2 is Номер 3 (number 3);
  • payment 3 is Номер 4 (number 4).

For each position set:

  • Име (name) — the text printed on the receipt, for example "КАРТА" (card);
  • Курс (rate) — 1.000. With rate 0.000 the device refuses payments on that position;
  • НАП ПЛ. (NRA payment) — how the payment is reported to the NRA: 7 for cards, 1 for checks, 8 for bank transfers. With 0 the payment is reported as cash.

Example for card payments: Номер 3, Име "КАРТА", Курс 1.000, НАП ПЛ. 7.

Datecs (DP-05, DP-25, DP-35, DP-150, WP-50)

Here each position has a fixed meaning on the device: payment 1 is "credit", payment 2 is "debit card", payment 3 is "НЗОК" (health fund). Only the name printed on the receipt can be changed, and only before the first fiscal receipt of the day. Amounts are totalled by position, not by name.

  • "Card" goes to the debit card position and works without extra setup.
  • "Check" is reported as "credit" and "Bank transfer" as "НЗОК" (health fund). Do not set these two types with these devices.

If a check or bank transfer payment does not need a fiscal receipt, switch off "Print fiscal receipt" on the payment itself. Check with your accountant whether a receipt is required.

Datecs X and MX

Position 1 is for credit cards, and the "Card" type goes there. Positions 3, 4 and 5 are programmable. Position 4 is "ВАУЧЕР" (voucher) from the factory — if you accept bank transfers, ask the service company to set it up for bank transfers.

Void and refund

A payment with an issued fiscal receipt can be voided or refunded only with fiscal type "Cash", because the reversal receipt is issued in cash only. With another type the sale shows "Void/refund is available only for cash fiscal payments."

Working with existing methods​

  • To edit a method, open its row or use the edit action.
  • For manually added methods, you can:
    • change the name and description;
    • change Fiscal payment type;
    • switch Default on or off;
    • activate, delete, or restore the method.
warning

If there are no active methods, checkout becomes blocked. Add at least one active method before you start working with sales.

Important for fiscal printing​

  • In addition to Fiscal payment type here, configure Fiscal VAT group in Tax rates.
  • The physical device, operator details, and print mode are configured separately in Fiscal devices and fiscal printing.
  • If these settings are missing or inconsistent, fiscal receipt flow can break.

How this connects to the other screens​

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