Tender Types/Payment Processing FAQ

 How to setup different tender types?

To set up different tender types, go to Management and click on System. Select Tender Type from the drop down menu. A list would open displaying the different tender types available. Click on each one to specify the appropriate settings.

 How to setup a default tender type for a customer?

To set up the default tender type for a customer, go to Checkin, highlight the customer name and click on the View/Update Customer button. Under the details section on the right, select the payment type from the dropdown and save.

 How to use the Tender Screen for payments?

When the Tender Screen is displayed during checkin, checkout, invoice utilities, or the customer account payment process, use the following method to apply payments. The system would choose the customer’s default payment settings as is specified in the Customer Profile.

If the customer is paying by cash, enter the amount of the payment in the Current Credit section. Press the OK button.

If the customer requires change, it appears in red in the Change section. If the customer is paying by anything other than cash, press the appropriate button under Payment Type. If your system is equipped with an online credit card authorization system, swipe the card, and the system would call the credit card processor to authorize the credit card.

For cheques, enter the cheque number and press OK. Press OK again to finalize payment. Press Yes if you want to print a receipt. Press OK to exit.

If multiple payments are used, after the 1^st payment is applied, select the 2^nd payment method and press the Next button. The system will show the remaining balance in the balance field.  Enter the amount of 2^nd payment or press Exact if the payment is exact. If you made a mistake, select the payment from the Transaction List and press the Delete option. Press OK when done with customer payment.

Use the on screen Keypad or $button to apply payments (i.e. Press $20 when you receive a $20.00 bill or press 2 and 0 from numeric keypad screen).

If the customer is a Charge customer, the tender screen will be prompted during the pre-pay option (checkin). However, the tender screen will popup with only the Charge option available during the checkout process just as a reminder that it is a Charge customer transaction. If the pre-pay option is enabled, and the customer wishes to pay later, just select the Charge option. That means the customer will pay at checkout. If the partial pre-pay option is enabled, and the customer is making a deposit, use the above process. Please note a deposit is not allowed, if the partial pre-pay option is not enabled. During the checkout process, if non charge customers don’t have enough funds to pay the balance, you may make a partial payment if this option is enabled. For more information on how to enable/disable the above options, please see the Management section.

If your system is equipped with an online credit card processing system, and the customer is paying by credit card, simply swipe the card and wait for an authorization number. If online authorization is not received, you will be notified. Otherwise the receipt will be printed. For customers with a Credit Card on file, the system uses the default credit card to obtain an authorization number.