Pay Point Rev 1 1 HB

Introduction

This tutorial will guide you through the setup of the Pay Point feature in enVision, a tool offered by Beet Inc. This feature allows for simplified management of payments and assets. Whether you're a beginner or looking to enhance your existing knowledge, this step-by-step guide will help you effectively implement Pay Points in your workflow.

Step 1: Access the enVision Platform

1. Open your web browser and navigate to the enVision platform.
2. Log in using your credentials.
3. Ensure that you have the necessary permissions to manage Pay Points.

Step 2: Navigate to the Pay Point Section

1. From the main dashboard, locate the menu on the left side.
2. Click on the "Assets" tab to access asset management features.
3. Find and select the "Pay Points" option within the Assets menu.

Step 3: Adding a New Pay Point

1. Look for the "Add Pay Point" button, usually located at the top right corner of the Pay Points page.
2. Click the button to open the Pay Point configuration form.
3. Fill in the required fields:
   • Name: Enter a descriptive name for the Pay Point.
   • Location: Specify where the Pay Point will be used.
   • Type: Choose the type of Pay Point from the dropdown menu (e.g., cash, credit, etc.).
4. Save your changes by clicking the "Save" or "Submit" button at the bottom of the form.

Step 4: Configuring Pay Point Settings

1. After adding the Pay Point, navigate to its settings.
2. Set the following options as needed:
   • Payment Methods: Select which payment methods are accepted.
   • Currency: Choose the currency for transactions.
   • Operating Hours: Define the hours during which the Pay Point will be active.
3. Review the settings and make any necessary adjustments.

Step 5: Testing the Pay Point

1. Conduct a test transaction using the newly created Pay Point.
2. Monitor for any errors or issues during the transaction process.
3. If successful, ensure that the transaction records are accurately reflected in the system.

Conclusion

Setting up the Pay Point feature in enVision is a straightforward process that enhances payment management for your assets. By following these steps, you can easily add and configure Pay Points to meet your needs. For further assistance, consult the Beet documentation or reach out to support for guidance.