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Accept Payment for a Transaction

Complete the following procedure to complete the payment portion of a transaction by identifying the type and value of tender being exchanged.

1. Identify the Customer as needed to display the Cash Register screen.

   Note: If the system has been configured to allow it, customer identification may not be required for some transactions.

2. Add an Item to a Transaction as needed.
3. Adjust Transaction Details as needed.

4. Complete the following procedures as needed to accept the appropriate tender type(s):

   Note: If desired, the total payment amount may be spread across multiple tender types. For instance, a customer may apply the balance on a gift card toward the transaction and then use cash to pay for the remainder of the total amount due.

   Accept a Cash Payment	Click the Cash button to display the Confirm Payment Amount window. Enter the amount of cash provided in the Amount Tendered field. Click the OK button to display “Cash” and the amount tendered above the Subtotal amount. Continue with the procedure below.
   Accept a Credit Card Payment through a Terminal	Note: This procedure is available only if the workstation is registered to a properly configured payment terminal. Click the Credit button to display the Confirm Payment Amount window. Enter the amount to be charged in the Amount Tendered field. Complete one of the following procedures as appropriate: Swipe Click the Swipe button to allow the customer to swipe his/her card and authorize payment at the terminal. Manual Click the Manual button to allow the customer to manually enter card information and authorize payment at the terminal. Offline Click the Offline button to display the Make Payment window and enter card data through the Register application rather than the terminal. Refer to Accept a Credit Card Payment through the Register Application. If the card is approved, click the OK button to display “Credit” and the amount tendered above the Subtotal amount. Note: If the card is not approved, Click the OK button to display “Credit” and "0.00" above the Subtotal amount. Click the Clear button beside the amount to display the Confirmation window. Click the Yes button to remove the payment from the Cash Register screen. Continue with the procedure below.
   Accept a Credit Card Payment through the Register Application	Click the Credit button to display the Confirm Payment Amount window. Enter the amount to be charged in the Amount Tendered field. Click the OK button to display the Make Payment window. Complete either of the following as appropriate: Use the card reader: Click the Swipe button to change the Make Payment window. Swipe the card through the card reader to populate fields. Complete unpopulated fields as required. Click the Run button to display results in the Make Payment window. Manually enter card data: Enter values in fields as required. Click the Run button to display results in the Make Payment window. If the card is approved, click the OK button to display “Credit” and the amount tendered above the Subtotal amount. Note: If the card is not approved, Click the OK button to display “Credit” and "0.00" above the Subtotal amount. Click the Clear button beside the amount to display the Confirmation window. Click the Yes button to remove the payment from the Cash Register screen. Continue with the procedure below.
   Accept a Debit Card Payment through a Terminal	Note: This procedure is available only if the workstation is registered to a properly configured payment terminal. Click the Debit button to display the Confirm Payment Amount window. Enter the amount to be charged in the Amount Tendered field. Complete one of the following procedures as appropriate: Swipe Click the Swipe button to allow the customer to swipe his/her card and authorize payment at the terminal. Offline Click the Offline button to display the Make Payment window and enter card data through the Register application rather than the terminal. Refer to Accept a Debit Card Payment through the Register Application. If the card is approved, click the OK button to display “Debit” and the amount tendered above the Subtotal amount. Note: If the card is not approved, Click the OK button to display “Debit” and "0.00" above the Subtotal amount. Click the Clear button beside the amount to display the Confirmation window. Click the Yes button to remove the payment from the Cash Register screen. Continue with the procedure below.
   Accept a Debit Card Payment through the Register Application	Click the Debit button to display the Confirm Payment Amount window. Enter the amount to be charged in the Amount Tendered field. Click the OK button to display the Make Payment window. Complete either of the following as appropriate: Use the card reader: Click the Swipe button to change the Make Payment window. Swipe the card through the card reader to populate fields. Complete unpopulated fields as required. Click the Run button to display results in the Make Payment window. Manually enter card data: Enter values in fields as required. Click the Run button to display results in the Make Payment window. If the card is approved, click the OK button to display “Debit” and the amount tendered above the Subtotal amount. Note: If the card is not approved, Click the OK button to display “Debit” and "0.00" above the Subtotal amount. Click the Clear button beside the amount to display the Confirmation window. Click the Yes button to remove the payment from the Cash Register screen. Continue with the procedure below.
   Accept a Check Payment	Click the Check button to display the Confirm Payment Amount window. Enter the check number in the Check Number field. Enter the amount of the check in the Amount Tendered field. Click the OK button to display “Check” and the amount tendered above the Subtotal amount. Continue with the procedure below.
   Accept a Gift Card Payment	Click the Gift button to display the Make Payment With Gift Card window. Enter/scan the gift card number in the Enter card number field to display the Gift Card Balance. Enter the amount to be redeemed in the Amount field. Click the OK button to display “Gift” and the amount tendered above the Subtotalamount. Continue with the procedure below.
   Accept a Deposit as Tender	Click the Current tab to display the Current window. Note: If necessary, click the expand button beside the Deposits heading to display the customer’s deposits. Locate the deposit to be applied to this transaction. Click the deposit's Move to Register button to display “Deposit” and the total deposit amount above the Subtotal amount. Address any difference between the total amount due and the deposit amount as appropriate: If the total transaction amount is greater than the deposit amount, apply additional tender type(s) as needed and continue with the procedure below. If the total transaction amount is less than the deposit amount, complete either of the following procedures as appropriate to address the deposit's remaining balance: Refund the Deposit's Remaining Balance to the Customer: Determine what tender type (e.g., cash, check) will be used to refund the balance. Click the corresponding tender type (i.e., Cash) button to display the Confirm Return Amount window. Enter the amount to be returned in the Amount field. Click the OK button to display the tender type and the entered amount above the Deposit amount on the Cash Register screen. Continue with the procedure below and issue the refund when appropriate. Create a New Deposit from the Deposit's Remaining Balance: Click the Deposit button to display the Confirm Deposit Amount window. Enter the desired amount (all or part of the remaining balance) in the Amount field, enter a unique description in the Description field, and click the OK button to add the new deposit amount to the current transaction on the Cash Register screen. Refer to Receive a Deposit for more information. Continue with the procedure below.
   Accept a Charge to a House Account	Click the Acct button to display the Confirm Payment Amount window. Note: This button is available only if the selected customer has an active house account. Enter the amount the amount to be charged to the account in the Amount Tendered field. Click the OK button to display “Account” and the amount tendered above the Subtotal amount. Continue with the procedure below.
   Accept a User-Defined Payment Type	Click the More button to display additional tender buttons on the Cash Register screen. Note: Additional tender buttons may be defined in the Data Center application. Refer to Manage POS Options for more information. Click the appropriate tender button to display the Confirm Payment Amount window. Enter the amount of tender provided in the Amount Tendered field. Click the OK button to display the tender name and the amount tendered above the Subtotal amount. Continue with the procedure below.
   Remove a Payment	Locate the payment to be removed (tender type and amount) above the Subtotal amount near the bottom of the Cash Register screen. Click the payment’s Clear button to display a Confirmation window. Click the Yes button to remove the payment from the Cash Register screen.
   Record an Outgoing Payment	Refer to Record a Paid Out Amount for more information.

5. When the amount(s) entered are equal to or greater than the Total amount due, click the Submit button to display the Transaction Complete window showing the change amount.
6. Click the OK button to close the Transaction Complete window and display an empty Cash Register screen cash.