Note: The TransActPOS system does support multiple tenders within a single invoice. Any number of the available payment methods may be used.
Payment methods accepted by your store are set in System | Company Setup | Payment Types. Any invoice changes must be made and details, like delivery tickets, must be added before selecting a payment method.
Cash
Cash and coin received for payment is placed in the cash drawer till and reconciled at the close of the shift.
The checks are posted for payment and listed by number within the reconciliation process if the check information is provided during posting of the payment.
If the Verifone integrated device is present and configured for the each point of sale workstation, the customer may interact with the customer facing device to complete the sale. The customer has the ability to confirm the charge, use either a credit or debit card to complete the payment.
If the system has been configured to created a layaway, the system will guide the user with prompts to complete the process. Payments may be required based upon the system's configuration regarding deposit requirements. Layaway (F7)
Cash on Delivery is a method of collecting the invoice amount upon delivery of the product to the customer. The expectation is that the customer will pay for the goods upon delivery and the payment is handed to the store management upon return to the store. Upon return, the office staff will Apply the Payment to the customer's account within the C.O.D. category of payments. Pay on Account
Finance Companies are external payment options for larger purchases. A good example of this may be a riding lawn mower that is financed with the manufacturer. The Finance Company listing is managed within the System > Support Files > Customer Terms > Finance Company.
The Account Charge option allows the user to select a customer to which to charge the purchase. A variety of options within the Accounts Receivable module controls this process.
A Non-Cash payment is typically in the form of an ACH payment from a bank or vendor. During the posting of a Non-Cash payment the document number may be recorded to help with identifying the source of the payment for reconciliation purposes. One example would be a payment from eCommerce transaction like the Do it Best eCommerce or EZ-AD eCommerce solutions.
A customer may split a payment between payment methods. If the customer presents a coupon or gift card, enter these first. Enter cash, checks, credit card, and non-cash payments before entering Layaway, C.O.D., Finance Company, or Account Charge. The remaining balance is wholly applied to a Layaway, C.O.D., Finance Company, or Account Charge and cannot be edited. A payment cannot be split between Layaway, C.O.D., Finance Company, or Account Charge.
As payments are entered, they are listed on the payment screen, and the remaining balance is calculated.
