Connect banking payment feature in Retail POS Accounts

Jaldi Product

Connect banking payment feature in Retail POS Accounts

Connect banking payment screen is used to proceed the bank payment to the ledgers directly from POS accounts.

Business rules

  • Connect banking payment screen used to user only when the connect banking is enabled.
  • Connect banking payment is the screen where the bank payment is proceeded to ledgers by user.
  • Only completed payment entries can be proceeded to suppliers or ledgers by user.
  • So user should complete the payment entry in payment screen for ledgers.
  • Then there should be the banking payment screen for user to proceed the direct payment ,
  • User should open that banking payment screen. Then all the completed bank payment entries will list out here (NEFT/RTGS payment).
  • User should select specific payment entry and should press the function key called “proceed via ICICI”.
  • Once “proceed via ICICI” function key is pressed, system will generate the otp to business owner.
  • Then owner will enter that otp in this banking payment screen and then click on the function key called proceed.
  • Then system will proceed the payment from the bank to ledger.
  • This process cannot be edited in bank payment screen, since it transferring the amount directly from the real bank.
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