iVend Retail 6.6 - POS Help Manual

payments

This screen enables to process the payment for the transaction being done at the POS. The user at the POS has a choice to accept the payment through various modes setup in the Management Console. For a transaction, the user at the POS can accept payment from more than one payment type and a single payment type can also be used multiple times. For example, payment can be accepted through 2 credit cards and cash for a single transaction.

The various settings in the Payment Type (Financials → Payment Type) option of the Management Console affect the payments at POS.

Display Order-The order in which the payment types are displayed in the Payments screen is determined by the value specified in this field at the Management Console.

Active-The checkbox needs to be enabled at the Management Console for the particular payment type to be available in this screen.

Default Amount-The value specified in this field at the Management Console, is displayed in the amount field of the particular payment type when selected as a payment mode at the POS. For e.g., For Cash if the default amount is setup as $100, the value will be displayed in the amount field of the Cash Details Screen when the user at the POS selects Cash to accept the payment from the customer.

Minimum Amount-The payment type cannot be used for transaction of an amount below the value mentioned in this field. For example, For Credit card if the value setup is $100, it will not be accepted for transactions below $100 at the POS.

Maximum Amount- The particular payment type cannot be used for transaction of an amount above the value mentioned in this field. For example, For Cash if the value setup is $1000, it will not be accepted for transactions above $1000 at the POS.

Open Cash Drawer-The checkbox needs to be enabled at the Management Console if the user wants the cash drawer to be opened on the acceptance of payment through the particular payment type.

Allow Over Tender-The checkbox needs to be enabled at the Management Console if the user at the POS wants to accept payment more than the payable amount. For example, if the customer has to pay a total amount of $80, he may pay $100 and take back $20 as cash.

Affects Tipple Point-The checkbox needs to be enabled at the Management Console if the user wants the payment type to affect the upper limit of the till amount. This field is automatically enabled for the payment type cash.

Refundable-The checkbox needs to be enabled at the Management Console, if the user at the POS wants to use the particular payment type to refund the amount to the customer.

The details of the Payments screen at the POS are as follows:

Field	Type	Description/Activity
Payment Details
Payment Type	Text Box	Displays the payment type of the payment line.
Account Number	Text Box	Displays the account number. The user at the POS enters the number of the card through which the payment is made. The field is applicable mainly for credit and debit cards.
Expiration Date	Text Box	Displays the expiration date of the card. The user at the POS enters the expiration date specified on the card. The field is applicable mainly for credit and debit cards.
Has Authorization	Text Box	Indicates if the payment type is authorized through a payment processor. This option is applicable to credit and debit cards.
Card Type	Text Box	Displays the name of the card used in the payment line.
Voided	Text Box	Indicates if the user has voided the payment processed for the payment line. It can be applied only for credit and debit cards.
Customer Name	Text Box	Displays the name of the customer.
Change Amount	Text Box	Displays the amount to be paid back to the customer.
Rounded Amount	Text Box	Displays the amount by which the payable amount is rounded. The amount is calculated as (Payable Amount- Paid Amount). For e.g., If the Rounding Type specified in the Enterprise (Administration→Enterprise) option of the Management Console is Round to Nearest. The Rounding Method specified for Cash in the Payment Type (Financials → Payment Type) option of the Management Console is Round to One. At the POS for a customer paying through cash for the transaction amount 200.45 the amount will be rounded off to 200, thus the Rounded Amount will be $0.45 and if the amount is 200.50, it would be rounded off to 201 making the Rounded Amount to ($0.50).
Amount	Text Box	Displays the amount paid through the particular payment line.
Payment Summary
Payable Amount	Text Box	The field displays the total amount to be paid for the transaction.
Paid Amount	Text Box	The field displays the amount paid for the transaction.
Balance Due	Text Box	The field displays the amount left to be paid for the transaction. It is calculated as (Payable Amount- Paid Amount).
Payment Types
Cash	Text Box	The payment mode enables to pay through cash. Click Cash and Ok button or Press the corresponding function key to open the Cash Details screen and make the payment.
Credit Card	Text Box	The user at the POS uses this mode if the customer wants to pay through a credit card. Click Credit Card and Ok button or Press the corresponding function key to open the Credit Card Details screen and make the payment.
Debit Card	Text Box	Select the mode if the user wants to make the payment through a debit card. Click Debit Card and Ok button or Press the corresponding function key to open the Debit Card Details screen and make the payment.
On Account	Text Box	Click On Account or Press the corresponding function key to open the On Account Details screen and make the payment.
Check	Text Box	Select the mode if the user wants to make the payment through a check. Click Check and Ok button or Press the corresponding function key to open the Check Details screen and make the payment.
Travelers Check	Text Box	The mode enables the user to accept payment through a Travelers Check. Click Travelers Check and Ok button or Press the corresponding function key to open the Travelers Check Details screen and make the payment.
Voucher	Text Box	Select the mode if the user wants to make the payment through a Voucher. Click Voucher and Ok button or Press the corresponding function key to open the Voucher Details screen and make the payment.
Buttons
Delete	Button	The button enables the user to delete the particular payment line. To delete the user selects the line to be deleted and clicks this button. The credit and debit card payment lines get voided on deleting.
Ok	Button	The button saves the changes to the database and takes the user to the Complete Sale screen.
Cancel	Button	The button enables the user to close the screen. On clicking the cancel button, the system prompts for the confirmation message.

Steps to process the payment for the transaction:

Select the payment type which the customer wants to use by clicking the Tender Name or pressing the related function key.

The details screen of the selected payment type is displayed. Enter the amount and the required details, click the Ok button to proceed.

The Payments screen is displayed with the details of the payment mentioned in the Payment Details Section. Click the Ok button to complete the payment process.

The Complete Sale screen is displayed indicating the completion of the payment for the transaction. The user clicks the Ok button to process the next transaction at the POS.