Tendering a Sale
In the Sales module, you can tender a sale with different tender methods and combinations of different payment methods. For example, the customer can use a coupon, pay a portion of the sale with cash, and the remainder with a credit card.
The sale tender process might change depending on the payment method for the transaction. The format and number of invoices or receipts can also depend on how you tender the transaction.
Depending on how each payment method is set up, you will be prompted for different information. These instructions assume you are already in the Sales Order Entry or Sales POS Register window.
To tender the current transaction:
1 Select Transaction > Tender from the menu bar or click the Tender button at the bottom of the window. The Sales Transaction Closeout window will open.
Click thumbnail for larger view of image.
2 When the Sales Transaction Closeout window first opens, one detail line appears in the Tender Grid area. By default, this payment type is labeled Cash, but you can change the default in the Set Up Sales Entry Layout window. If you want to use a different tender type, click the button under the grid or press the hot key for the type you want to use.
3 With the correct tender type showing, you can press the PLUS (+) key on your keyboard to automatically enter the transaction balance in the Amount field.
If you use a touch screen, you can tap the Cash or AR Charge buttons to automatically enter the balance for those payment types.
If you use a touch screen, you can tap the Cash or AR Charge buttons to automatically enter the balance for those payment types.
If the customer is using multiple payment methods for this transaction, you must enter the cash or check amount first, and then enter any credit/debit card information. Once you select credit/debit, the remaining transaction balance will be automatically applied to the card. A new detail line will appear in the Tender Grid for each different tender type you select.
If the customer is not allowed to pay with certain payment types (set up on the AR customer record), those payment types will be unavailable for those customers.
Example: Using Multiple Credit Cards for a Transaction |
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A customer at All Books Surplus wants to pay for his new books using two credit cards, Card A and Card B. In the Tender window, the cashier, John, enters the amount for Card B in the Cash line. This amount will be a placeholder. John then clicks the button to tender Card A. The button he selects depends on the authorization settings. After the card is swiped or the information is entered, he changes the amount in the Cash line to 0.00 and selects the applicable button again to run the remaining amount on Card B. After the cards are authorized, John sees the amount for each credit card on different lines of the Tender window. |
4 When you finish tendering the transaction, click the Done button.
Published date: 11/22/2021