Routes
| Route | Purpose |
|---|---|
/metodos-pagos | List of all payment methods |
/metodos-pagos-crear | Create a new payment method |
/metodos-pagos-editar?id={id} | Edit an existing payment method |
/metodos-pagos-detalle?id={id} | View payment method details |
Payment method types
Bank transfer
Bank transfer
Bank transfers route payments through a traditional banking channel. When you create a payment method of this type, you must provide the destination bank, account number, account holder name, and ID number. Funds are credited to the linked custody account after the transfer is confirmed.
Mobile payment
Mobile payment
Mobile payment methods cover phone-based payment networks. The required fields are phone number, ID number, and the account holder’s name. This type is common for local payment rails in markets where mobile wallets are prevalent.
Cash
Cash
Cash payment methods record in-person payments collected at a taquilla. No bank account details are required. The custody account linked to a cash method tracks the physical cash balance held by the office.
Card
Card
Card payment methods cover debit and credit card transactions processed through a point-of-sale terminal. The method is linked to a custody account that receives the settled funds after the card network clears the transaction.
Setting up a payment method
Navigate to/metodos-pagos-crear or click Crear Método de Pago in the list view.
Name the method
Enter a descriptive label in the Nombre field. This name appears in point-of-sale dropdowns and reports, so choose something that identifies both the type and the client clearly (for example, “Transferencia Banco Mercantil - Cliente ABC”).
Select the payment type
Choose a value from Tipo de Pago. The available types come from the platform’s payment type catalog. Your selection determines which specific methods and field sets are shown later.
Select the currency
Choose the Moneda. The currency and payment type together determine which methods are available for selection.
Select the method
Choose a specific Método from the filtered list. This field is enabled only after both Tipo de Pago and Moneda are set. Each method corresponds to a particular payment rail (for example, a named bank or wallet provider).
Select the client
Choose the Cliente / Productor that owns the revenue collected through this method. You can assign a method to TMT itself or to any registered client. The client selection also filters which custody accounts are available in the next step.
Link a custody account
Choose the Cuenta Custodio that will hold funds collected through this method. The dropdown shows only custody accounts that match the selected client, payment type, and currency. This field is disabled until client, payment type, and currency are all selected.
Set the adjustment percentage
Enter an integer in the Porcentaje field (0–100). This percentage is applied as a financial adjustment when the method is used — for example, to account for processing fees or platform commissions.
Fill in the payment data
Based on the method chosen, additional fields appear in the Datos section. Complete all required fields such as bank name, account number, ID number, phone, email, and account holder name.
Editing a payment method
Navigate to/metodos-pagos-editar?id={id} or click the edit action from the list. The form is identical to the creation form and is pre-populated with current values. Click Guardar after making changes.
Payment method detail
Navigate to/metodos-pagos-detalle?id={id} to inspect a payment method. The detail view is divided into two panels.
Main panel
Method details- Name, method name, and payment type
- Currency and country
- Adjustment percentage
- Bank name
- Account number
- ID number
- Phone number
- Email address
- Account holder name
Side panel
- Status — ACTIVO or INACTIVO, displayed with a color indicator.
- Cuenta Custodio — Name and ID of the linked custody account.
- Cliente / Productor — Name and ID of the client who owns this method’s revenue.
Assigning payment methods to offices and events
Once a payment method is created and active, it can be assigned inside the office (taquilla) configuration or event setup. Only methods assigned to an office are available to collaborators working that office during a sale.To make a payment method available at a new office or event, open the office or event settings and add the method from the payment configuration panel.