Payment Screen

Sales - Payment Screen

To end a sale you must select a payment method. There are 2 options to end a sale:

• With the QUICK PAYMENT button the sale will be closed directly as Cash or Credit Card.

• With the PAYMENT button you will access another screen to choose among different options to end the sale.

In this screen the sale can be ended in different ways. The fastest way is by choosing directly a payment function, such as Cash or Credit Card. The due amount will be assigned to the payment. Then you can end the transaction with the Finish button.

Another way is by entering on the numeric keypad the received amount and selecting Payment. The change will be calculated. Then you can end the transaction with the Finish button.

There is also the option to use more than one payment method in the same sale. To do it you must enter the amount through the numeric keypad and then select the first payment method. As long as the amount to pay isn’t zero you can select another payment method to end the operation.

It is possible to end the sale by using different currencies. Tap the currency icon to display the available currencies.

The due amount will be converted to the new currency. When you pay with different currencies, the Cash payment is the only one allowed.

Once the received amount is entered, the change is always calculated in the local currency.

A tip can be added to the sale before finishing the transaction. It can be activated in the settings that an automatic percentage is applied as a tip. The other way is by entering an amount using the numeric keypad and then selecting the Tip payment function. This amount will be added to the due amount, then you can finish the sale with another payment method.

It also can be assigned the Change as a tip. The payment amount is entered in a payment method and then the Tip function is used. You will be asked to confirm if you want to use the change as a tip and finish the sale.

If you have assigned a customer to the sale you can use the Pending payment method. When you use this payment method, the sale is recorded as pending payment.

The registration of the customer's payment is done through the cash movements: you make an Income type movement and select the customer, the total amount of his debt will be shown on the screen and you must enter the amount paid by the customer at that moment.

You can also use Store Credit Coupons as a payment. You have to enter the Coupon number and then tap the Store Credit function. The coupon value will be taken and it will be assigned to the sale. If the coupon amount is lower than the due amount then you must finish the sale with another payment method.

You can issue new Store Credit coupons when the total of the sale is negative or you don’t want to return the Change amount in cash. Use the Store Credit function to finish the transaction and emit a new Store Credit Coupon.

There are some function buttons available at the bottom of the screen:

• SPLIT AMOUNT

You can split the total amount of the sale by the number of diners who wish to pay the bill. You can enter the number of divisions on the numeric keypad and the Split Amount button.

A wizard is displayed to select the way you want to perform the division: automatic or manual. In both cases you will see a line showing the average amount to be paid for each person and it is also printed at the bottom of the receipt.

Automatic: The amount is divided evenly among the number of diners. You can select the payment method to be used for each diner.

Manual: You can manually enter the amount to be paid for each diner and the method of payment.

If you enter more than one payment with the same payment method, the system will ask you if you want to create a new payment or add the amount to the previous payment.

• SPLIT RECEIPT

You have the option to extract some items from a receipt to pay for them separately. You will be asked for confirmation to proceed, as this action will remove all the payment lines entered.

By using the Split Receipt button a new window will be opened.

Now you can select the items you want to separate. The new receipt is created in the area on the right in the second tab, slide your finger on the screen to the left to see it. Press the button to apply the separation.

Then the new receipt is displayed with the separated items. The transaction can be finished normally with the button.

• CUSTOMER

A customer can be assigned to a sale directly from the sales screen or from this screen. Tap the Customer button to assign a customer.

Select one of the customers on the list and tap the button. New customers can be created on this screen. See Customers settings for more information.

If the customer has special conditions, such as a fixed discount or a different price level, a confirmation about the price change will be requested. If you want to finish a sale with Pending payment you must always select a customer.

• DISCOUNT

A discount over the total amount of the sale can be applied. This discount can be a percentage or an amount. Use the Discount button to select the desired discount. New discounts can be created in this screen. See Discount settings for more information.

• OPEN CASH DRAWER

The cash drawer can be opened any time at the touch of this button.

• ACTIVATE/DEACTIVATE PRINTING

Receipt printing can be activated or deactivated at the touch of this button. When the printer is idle, the last receipt can be issued after the sale.

• PROFORMA

Tap this button to emit a Proforma receipt. The sale remains open.

• FINISH

This function is used to finish the transaction. A sale can’t be finished if there is a pending payment amount.