Financial → Accounting → Setup → Payment options.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
A payment option is a named payment method that the cashier can select when a customer pays at the cash register. The list of payment options determines which payment buttons are visible on the cash register screen, and which general ledger account each amount is posted to.
The payment options you define here are shown directly in the cash register's payment flow. The cash register staff select the relevant method during a sale, refund, and partial payment. In addition, the list is used for:
Cash counting and cash settlement – only options with "Must be counted at cash counting" enabled are included in the counting screen. Cash drawer opening – options configured to open the cash drawer do so automatically on payment. Direct payment buttons – options with "Shortcut" enabled are shown as quick-select buttons on the cash register screen. Reports – e.g. "Revenue per payment type" sums up the revenue per payment option. Organisational inheritance – a chain can define a default list that all associated stores inherit (see the section on organisational inheritance below).
The overview shows all defined payment options with the columns System name, Display name, Payment type, General ledger account, and Enabled.
Double-click a row to open it in editing.
See How to search in lists for more on searching and filtering.
Create new (+): Creates a new payment option. The button is always active.
Edit (pencil): Opens the selected payment option for editing. Requires that a row is selected. You can also double-click directly on the row.
Delete (cross): Deletes the selected payment option. Requires that a row is selected.
Move up / Move down: Moves the selected payment option up or down in the list. The order is reflected in the cash register's payment flow. "Move up" is only active when the row is not already at the top; "Move down" is only active when the row is not already at the bottom.
Validate: Runs a server validation of all payment options. Rows with errors are marked, so you can easily see which options require attention. The button is always active and is recommended to run after major changes.
Enabled (checkbox in list): You can enable or disable a payment option directly in the list by clicking the checkbox in the "Enabled" column – without opening a dialog.
If the system is set up with chain and store levels, payment options can be defined at chain level and inherited by the underlying stores.
Inherit from parent: This button is only shown when the current organisational unit (OU) has defined its own values that differ from the parent level. Clicking it resets the list, so the store again inherits the chain's default list.
Add to levels below: This button is only shown in certain configurations and is not active in all installations.
Click "Create new" or double-click an existing row to open the edit dialog.
Save your changes with "Save and close". Click "Cancel" to leave the dialog without saving.
System name: Unique, technical name per organisational unit. Used internally to identify the payment option. The field is required.
Display name: The name shown to the cashier on the cash register screen. The field is required.
Payment type: Dropdown that defines which payment infrastructure is used. The field is required. The payment type cannot be changed after creation – it is locked in the edit view, as the system binds posting and cash register logic to the type. Available types:
Mobile Pay – integration with MobilePay. Cash – cash payment with cash drawer. Credit card – card payment via a payment terminal. Voucher – discount coupon. Gift card – prepaid gift card. Credit note – refund voucher. Customer account – payment on the customer's account (debtor). Not integrated – manual payment form without system integration. Foreign currency – payment in a currency other than the system currency. Loyalty points – payment with earned loyalty points. Vipps E-payment – integration with the Norwegian Vipps platform.
Foreign currency: Dropdown for selecting a currency. Only shown when Payment type is set to "Foreign currency". The field is required when it is visible.
General ledger account: Account selector that determines which general ledger account the payment amount is posted to. The field is required.
Must be counted at cash counting: Indicates whether this payment type is included in the cash settlement and the cash counting. Tick the checkbox for payment types that the cashier physically counts (e.g. cash and gift cards).
Open cash drawer: Indicates whether the cash drawer opens automatically when this payment type is selected. The field is only shown for payment types that are not handled automatically by the terminal. For Credit card, Mobile Pay, and Vipps E-payment the field is hidden, as these types are completed via a terminal and do not require the cash drawer to open.
Shortcut: A single alphanumeric character (max 1 character). The shortcut activates the payment method with the key combination [Alt] + [Shortcut] on the cash register screen. The shortcut must be unique across payment options – the system validates and rejects duplicates.
Negative amount allowed: Indicates whether a negative amount can be entered for this payment type. The field is only shown for the types Foreign currency, Credit card, Cash, Not integrated, and Customer account.
Shortcut (quick access): Indicates whether the payment option is shown as a quick-select button directly on the cash register screen.
Shortcut from menu: Indicates whether the payment option is available via the menu shortcut on the cash register screen.
Is more than allowed amount: Indicates whether the cashier can enter an amount higher than the exact sales amount. The field is only shown for the payment type "Not integrated".
Custom positive settlement account: Optional account selector. Overrides the default settlement account for positive amounts in the settlement process, if a specific account is desired.
Custom negative settlement account: Optional account selector. Overrides the default settlement account for negative amounts (e.g. refunds) in the settlement process, if a specific account is desired.
A payment option is only available in the cash register if the "Enabled" column is turned on. You can change the status directly in the list without opening the edit dialog by clicking the checkbox in the row.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Payout options
Learn how to create and manage payout options in Sapera. Payout options define which payment forms the cashier can use when making a payout from the cash register.
Card issuers
How to create, edit, and delete card issuers in Sapera, and what happens when the cash register closing identifies unknown card issuers automatically.
Financial setup
The financial setup determines which general ledger accounts and posting journals Sapera uses when the system automatically generates entries for sales, purchases, day-end closing, stock adjustment, and year-end closing. Here you configure default accounts, journals, and integration settings per organisational unit.
