How to Create a Customer Present Card Payment Method in Plus2

Applies to: Plus2 administrators creating payment methods for use with Plus2 and Gladstone360. Users must have permission to create and modify Payment Methods.

Problem

Users need to create a payment method for card transactions at Point-of-Sale in Plus2, ensuring the payment method is correctly set up for use when the customer is physically present.

Resolution

1. Log in to Plus2 as a user with permission to create payment methods.
2. Navigate to System > Financial > Payment Methods.
3. Click File > New to create a new Payment Method.
4. On the General Details tab, enter the following details:
   • ID: e.g. CCP
   • Description: e.g. Card Customer Present
   • Collection Interface: Select Online Authorisation (this field must be set to Online Authorisation)
   • Additional checkboxes can be left unticked.
5. Go to the Options tab.
   • Tick the checkboxes as required for your setup.
6. On the Payment Manager tab:
   • Untick the Customer Not Present checkbox.
7. Click SAVE to store the new payment method.

The customer present payment method will now be available for selection in Gladstone360 and Plus2.

Notes

• Plus2 administrator permissions are required to create the payment method.
• Ensure that Collection Interface is set to Online Authorisation to enable proper processing of card payments.
• Leaving unnecessary checkboxes unticked is recommended unless your organisation has specific requirements.
• Related: Setting Up Payment Methods in Plus2.

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