Sales Payment Types
Sales Payment Types defines the payment methods available to IMS sales and refund workflows and maps each method to the financial behavior it requires. A payment type can be linked to a financial account or bank, classified as a voucher, refund method, Star Card or Buy Now Pay Later method, or configured to use the store's Cash Deposit account.
Payment type list
The left side lists the maintained payment types by English Name. Selecting a row loads its configuration on the right. IMS keeps a small number of system-reserved payment IDs outside this normal maintenance list.
The toolbar provides New and Edit. In New/Edit mode those buttons change to Save and Cancel.
Payment type fields
| Field | Purpose |
|---|---|
| ID | Numeric payment-type code. It is entered when the payment type is created and becomes read-only afterward. |
| Ar. Name | Arabic payment-type name. |
| Name | English payment-type name displayed throughout IMS. |
| Account No. | Financial account associated with the payment type when a dedicated account is used. |
| Bank | Marks the payment type as bank-related and enables selection from the Financial → Banks master. |
| Is Active | Controls whether the payment type remains active for operational use. |
| Is Refund | Classifies the payment type for refund use. |
| Only Refund | Restricts the payment type to the refund side of the workflow. This option is available only when Is Refund is enabled and the type is not BNPL. |
| Is Voucher | Classifies the payment method as a voucher-type payment. |
| Use Cash Deposit | Uses the selected store's Cash Deposit account instead of the payment type's own Account No. |
| Star Cards | Classifies the method as the payment type used for IMS Special/Star Card value. |
| BNPL | Classifies the method as a Buy Now Pay Later payment type. |
Bank-linked payment types
Enable Bank to associate the payment type with one of the banks maintained in Financial → Banks. The Bank selector is available only while the Bank option is enabled.
This keeps the bank master separate from the individual sales-payment definition, so multiple payment methods can reference standardized bank records.
Use the store's Cash Deposit account
Enable Use Cash Deposit when the payment should use the Cash Deposit account configured for the store instead of a dedicated Account No. on the payment type. When this option is selected, IMS disables Account No. entry to make the intended account source clear.
Special payment classifications
Voucher, Star Cards and BNPL are mutually exclusive classifications in this maintenance screen. Choosing one automatically clears and disables incompatible classifications so a payment type cannot be configured with contradictory behavior.
| When selected | IMS prevents combining it with |
|---|---|
| Is Voucher | Cash Deposit, BNPL, Bank and Star Cards. |
| Star Cards | Bank, Cash Deposit, Voucher, Only Refund and BNPL. |
| BNPL | Bank, Cash Deposit, Voucher, Only Refund and Star Cards. |
Is Refund is maintained separately. When it is selected, Only Refund becomes available unless the payment type is classified as BNPL.
Protected loyalty/system payment types
Some existing payment types can be marked internally as loyalty-related. When such a payment type is edited, IMS protects its classification settings and allows only the fields intended for normal maintenance. This prevents a system payment method from being accidentally converted into an unrelated Bank, Voucher, Star Card or BNPL type.
Create a payment type
- Click New.
- Enter a unique numeric ID.
- Enter the English Name and, when required, the Arabic Name.
- Enter the financial Account No., or enable Use Cash Deposit when the store account should be used instead.
- Select Bank / Refund / Voucher / Star Cards / BNPL classification as required.
- Mark the payment type Active when it should be available for operational use.
- Click Save.
IMS requires an ID and English Name and verifies that the ID is not already used before creating the payment type. The action is recorded in the IMS audit log.
Edit a payment type
Select the payment method and click Edit. The payment ID remains read-only, while the editable fields and classifications can be changed according to their compatibility rules. Click Save to apply the changes or Cancel to restore the selected record without saving.
Relationship with Financial Posting
The account and classification settings here are part of the data used by sales-payment processing and financial integration. For the current production deployment, the resulting journals are ultimately posted through the IMS Financial Posting workflow to Al-Shamel. The payment-type definition itself remains an IMS business configuration, so it can continue to serve the same role when a different approved journal connector is introduced later.