Accepting Combined Payments

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Accepting Combined Payments

 

In the charges window, press the A key.

The Final Charge window will show.

In the first Cash field, enter in the portion of the payment which is cash. The computer will calculate the remainder and place it in the next amount field (the card payment line).

Note: If a key deposit has been charged, you must always at a minimum enter in the key deposit amount as cash.

Select from the drop-down type list, the payment type for the remainder. Use your keyboard up-down arrow keys.

Press enter.

Drawer, Bank, Branch : Enter any details you need.

In the Amount column, enter the amount or press Enter to accept the calculated amount.

In the Cash Out box, enter any cash out required * see note.

Amount Tendered:  The Tendered Amount can be used to work out the change for you.

The save button is highlighted - Press Enter.

Note: If a customer does not have enough cash for a key deposit, you can ask if they want to add the cash to their credit card withdrawal (payment). You would then retain the cash out component as the key deposit. You must still put the key deposit amount as cash in the first Cash box.

Example of cash being added for key deposit retention by added to EFTPos :

Example where customer does not have cash for key deposit and cash out is used to get cash component of charges total.

 





The Save and Record buttons process the transactions to the account ...

 Save ... Saves the transaction and payment and prints a receipt if there is balance.

Record ... just saves the transaction and payment , but no teceipt is printed.


Cancel .. Nothing happens, the previous screen is show again ...



Emailing a Receipt


If emailing is enabled, place a tick in the "Email Receipt after save/record" box before saving or recording is pressed. The email window will be brought up on the screen and a receipt page is generated and attached to the email.




Send email window example ..

Attachment is a special receipt layout (see below)


A preset message forms the body of the email (in html format). Graphics can be inserted, but the graphic (your logo)

will have to be uploaded to a reachable internet server address (maybe residing on your web hosting address).




The example below, is a standard receipt layout the the client can print or save to their device.




Note that you can customize your email attachments and body messages, but you will have to have the necessary computer skills.
















































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