Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

 

Step-by-step guide

To receive payment from a sale a sale must first be initiated and items added to that sale.
Initiate a Sale Instructions
Add an item to the sale instructions

To start the payment process, Click on the Customer to Pay square in the bottom right hand corner
44

Paying by Cust Credit 

  1. Click on Cust Credit
    4547
  2. Search for a voucher

      Method 1 - Using Search Customer

  1. If no customer has been assigned to the transaction
    1. Click Search Customer and a new window will open
      48
    2. Find the customer / voucher using the search feature
    3. Select the customer / voucher you wish to assign, and the window will close automatically
  2. If the customer has been assigned and you wish to search for a new customer
    1. Click on New Search
      50
    2. The Search Customer Credit window will open, and using the search feature find a new customer to assign and select the row. Window will close automatically
  3. If you have a customer, but wish to choose a different voucher they may have
    1. Click on button on the right hand side of search field to view available vouchers
      51
    2. Select the voucher you wish to use by clicking on it
      52

Method 2 - By Entering a CR Number

  1.  Either scan or manually enter the CR Number and click Enter
    53

Using the selected Credit Note

  1. Enter the amount from the voucher you wish to put on the transaction by entering a value in "Pay Now"
    54
  2. Click on Pay Now

Paying by Voucher

  1. Click on Voucher
    55
  2. Search for voucher

Method 1 - Through Search Customer

  1. If no customer has been assigned to the transaction
    1. Click Search customer
      56
    2. Find the customer and click on their row
      57
    3. Click Close
  2. If a customer has been assigned and you wish to search for a new customer / voucher
    1. Click on New Search
      58
    2. A new window will open. Use the search feature to find a new customer / voucher and select their row
      59
    3. Click Close
  3. If you have a customer, but wish to choose a different voucher they may have
    1. Click on the lines to view available vouchers
      51
    2. Select the voucher you wish to use by clicking on it
      60

Method 2 - By Entering a GV Number

  1. Either scan or manually enter the GV Number
    61
  2. Click Enter

Using the selected Voucher

  1. Enter the amount from the voucher you wish to put on the transaction by entering a value in "Pay Now"
    62
  2. Click on Pay Now

Paying by Cash

  1. Click on Cash
    63
  2. Enter the amount tendered by selecting one of the customisable Amount buttons
    64
    NOTE: You can customise the the amounts in the boxes in Manager Settings. View Cash Payment Method POS article for more information
  3. or clicking in the white box and entering an amount with the keypad that appears
    65
  4. Click on Pay Now

Paying by Card

  1. Select Card
    66
  2. Choose one of the cards from the customisable list
    68
    NOTE: To customise list go to manager settings. For more information refer to Credit Card Maintenance POS article
  3. Enter the amount to be paid in the white box
    67
  4. Click on Payment Approved

  • No labels