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Receive Payment

The payments section in the POS posts the selected payment method to the order.

 

Payment Methods

The payment methods are illustrated in the following image and defined in the table below.

 

Pymts_-_types.png

 

Type

Description

Adjustment

Permission based price increase or decrease

Cash

Unites States currency

Check

Personal check per store policy

Credit Cards

Visa, Mastercard, Discover or American Express are accepted per store policy.

Debit Card

Debit account that requires a PIN

Gift Certificate

Redemption of retailer gift certificate

Google Checkout

not applicable

Layaway

 the purchaser  reserves  an item with  a  down  payment  and  claims  it  after  paying  the  full  balance.

Money Order

Money order payable to retailer

PayPal

not applicable

Split Payment

Customer uses multiple payment methods to purchase items.

Value Card

Reward points applied toward purchase

 

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Note: The system checks the status of the network from the POS, to determine if the network is experiencing significant packet loss or latency. If this occurs, the POS is taken offline until the issue resolves. All transactions are then synchronized once POS is back online.

 

Cash Payment

Follow the steps below to process a cash payment.

 

Step

Action

1

Complete the steps below for the Cash payment option.

     Pymts_-_cash.png

  1. Select the Cash payment button.

  2. Enter the tendered amount in the Enter Amount field.

  3. Select the Apply Cash Payment button.

 

2

The change due to the customer displays.

 Pymts_-_cash-change_due.png

3

Click the Complete Order or select the Complete Order and Print Gift Receipt if the costumer requests a gift receipt.   

buttons_-_complete-receipt.png

4

Click OK to finish the transaction and the cash drawer opens.

  Pymts_-_cash-OK.png

 

Credit Card Payment

Follow the steps below to process a credit card payment. All accepted credit card types are processed the same.

 

Step

Action

1

Complete the steps below for the Credit Card payment option.

     Pymts_-_cards.png

  1. Select the credit card type.

  2. Swipe the card, or click on the Manually Enter Card link to enter the number as needed.

  3. Enter the amount being applied to the card.

  4. Click on the Apply Payment button.

2

The customer is prompted to select Yes on the credit card terminal if the whole amount of the sale is to be applied to  the credit card terminal.  If not, the customer selects No or Partial Payment.

3

Click the Complete Order or select the Complete Order and Print Gift Receipt if the costumer requests a gift receipt. The customer is prompted to accept the amount of the order.

buttons_-_complete-receipt.png

4

The cashier selects the Get Signature button so the customer can sign at the credit card terminal.

buttons_-_get_sig-receipt.png

caution.PNGCaution: At this time, the authorization is happening. If a decline is received the customer is not prompted to sign. The cashier is presented a decline message and prompted for a new method of payment from the customer.

5

Once the card is processed, the Balance Due equals zero.

  Pymts_-_balance_card.png

6

At the POS, the cashier clicks Accept Signature.

Pymts_-_card_sig.png

7

The receipts print.

  • One receipt with product details for the customer.

  • The credit card receipt prints for the cashier to place with their drawer receipts.

 

 

Debit Card Payment

Debit card processing is similar to credit card except that when a customer uses a debit card as a form of payment and the card has a VISA or MasterCard logo, CORESense assumes it is being used as a PIN Debit card first. When the customer cancels the PIN entry then it reverts to process as a credit card.

 

Step

Action

1

The customer swipes the debit card on the terminal.

2

The customer is prompted to enter a pin on the key pad for the debit card. When finished, click Enter.

3

The customer is prompted if the Amount is OK? The customer selects Yes, No, or Partial Payment.

4

The cashier is prompted to Process Debit. Complete the steps below.

      Pymts_-_debit.png

 

  1. Select the Debit card type.

  2. Enter the amount being applied to the card.

  3. Click on the Apply Debit Payment button.

5

The cashier receives approval of the purchase on the debit card.

6

Cashier clicks OK on the change due screen to complete the sale.

Pymts_-_debit_OK.png

 

Split Payment

Customers can choose to split a payment between multiple payment methods. The balance due must be zero to print a receipt. The example below demonstrates a split payment between a credit card and cash.

 

Step

Action

1

Complete the steps below for the Credit Card portion of the split payment.

     

Pymts_-_split_card.png

 

  1. Select the credit card type.

  2. Swipe the card, or click on the Manually Enter Card link to enter the number as needed.

  3. Enter the amount being applied to the card.

  4. Click on the Apply Payment button.

 

2

The customer is prompted to select Yes on the credit card terminal for the partial amount of the payment.

3

The cashier selects the Get Signature button so the customer can sign at the credit card terminal.

buttons_-_get_sig-receipt.png

caution.PNG Caution: At this time, the authorization is happening. If a decline is received the customer is not prompted to sign. The cashier is presented a decline message and prompted for a new method of payment from the customer.

 

4

At the POS, the cashier clicks Accepts Signature and the credit card receipts print.

Pymts_-_card_sig.png

5

The credit card portion is applied and the Balance Due is displayed in red.

Pymts_-_split_cash_remainder.png

6

Complete the steps below for the Cash portion of the split payment.

    Pymts_-_split_cash.png

 

  1. Select the Cash payment button.

  2. Enter the tendered amount in the Enter Amount field.

  3. Select the Apply Cash Payment button.

 

7

The cash is applied and the Balance Due equals zero and the Change displays in green.

Pymts_-_split_cash_change.png

8

Click the Complete Order button.  

buttons_-_complete-receipt.png

9

Click OK to finish the transaction and the cash drawer opens.

  Pymts_-_split_OK.png

 

Personal Check Payment

Per store policy, personal checks can be accepted as a payment method.

 

Step

Action

1

Complete the steps below to process a Check payment option.

  Pymts_-_check.png

 

  1. Select the Check option.

  2. Enter the check number in the Check Num field.  

  3. Enter the amount of the check.

  4. Click the Apply Check Payment button.

2

The check is applied and the Balance Due is zero.

  Pymts_-_check_balance.png

3

Click the Complete Order or select the Complete Order and Print Gift Receipt if the costumer requests a gift receipt.   

buttons_-_complete-receipt.png

 

Store Credit Payment

Store credit is posted to a customer record from a return or Accounting can be applied to a purchase. When the customer record is attached to the order, the credit appears as a method of payment. The cashier has the ability to use some or all of the store credit depending on store policy.

 

Step

Action

1

Complete the steps below to apply Store Credit as a payment option.

 Pymts_-_credit.png

 

  1. The Payment Amount is displayed.

  2. The customer has a store credit of $50.00.

  3. Enter the amount of the credit the customer wants to apply to the purchase.

  4. Click the Apply Credit Amount button.

2

The credit portion has been applied and the Balance Due is displayed in red.

  Pymts_-_credit_balance.png

3

To delete the use of the store credit, click the icon-checkbox.png next to the credit amount in the Payments box.

4

Select another form of payment to pay the balance and complete the sale.

 

 

Gift Certificate Redemption

Per store policy, gift certificates are accepted as a partial or full payment method.

 

Step

Action

1

To post a payment with a gift certificate, scan the gift certificate number or type it in as a form of payment.  Verification occurs to ensure the gift certificate is valid and has funds.

2

Complete the steps below to apply a Gift Certificate payment.

  Pymts_-_gift.png

  1. Select the Gift Certificate option.

  2. Enter or scan the Gift Certificate code.  

  3. Per store policy, Gift Certificate Verification entry is optional.

  4. Enter the amount of the certificate.

  5. Click the Verify Gift Certificate button.

3

After the Gift Certificate is verified that there are funds, do one of the following:

  • If the whole amount of the gift certificate is being applied, click Commit Gift Certificate.     

  • If only a partial amount of the gift certificate is being applied as payment, enter the amount and click Commit Gift Certificate.

Pymts_-_gift_commit.png

4

The gift certificate is applied and the Balance Due is in red.

  Pymts_-_gift_balance.png

5

Select another form of payment to pay the balance and complete the sale.

 

Adjustments

Per store policy, adjustments are a permission-based feature and require management override privileges.

 

Step

Action

1

After scanning all the items for purchase, an adjustment can be applied.

2

Complete the steps below to apply an adjustment.

 Pymts_-_adjustment.png

  1. Select the Adjustment option.

  2. Select the type of adjustment from the drop-down list.  

  3. Enter a description of the adjustment.

  4. Select whether the adjustment is a decrease or increase to the sale.

  5. Enter the amount of the adjustment.

  6. Click the Apply Adjustment button.

3

The adjustment is applied and the Balance Due is in red.

  Pymts_-_adjustment_balance.png

4

Select another form of payment to pay the balance and complete the sale.

 

 

See Also

 

 

 

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