Taking Payments / Giving Change in Simple View

Making a Sale | Discounting Sales Prices | Merchant Services

This topic contains general instructions for taking receipt payments in Simple View. You can also learn how to take payments made by cash, check, credit card, debit/ATM card, gift certificate, gift card.

After receiving payments, you can give change to the customer by cash, check, credit card, gift certificate, or gift card.

To take payment and give change:

When you finish adding items to a sales receipt, giving discounts, applying appropriate sales tax and shipping charges, you can view total amount due in the Regular Price-Total field.

If the total amount due is negative (refunds to the customer when returning items), and you are only giving change, start at Step 5 below.

You can accept the full amount by a single payment/change method, or use multiple payment/change methods.

1. In the Payments area, click appropriate payment button to accept the total payable amount. The corresponding payment option dialog opens. Click on the following payment options for the steps to be followed:

Cash

Check

Credit

Debit

Gift Card

Gift Certificate

After performing the steps for any of the above payment options, you return to the receipt form you are working on.

Or

Click two or more payment buttons one by one in the Payments area, and follow the corresponding payment option steps, to break up the total payable amount into different payment methods.

2. If change is due to the customer, the Change Due dialog opens, with multiple payment options to give change. Click on the following payment options to see the steps to follow:

   Cash

   Check

   Credit

   Gift Card

   Gift Certificate

3. Once complete payment is received from the customer, and change is given to the customer (if applicable), click Save and Print to save and print the sales receipt.

Payment by Cash

To receive payment by cash:

1. Click Cash in the Payments area. The Cash Payment dialog opens, with the total payable amount displayed in the Enter amount field. In case of multiple payment methods, total payable amount is the balance amount, after part-payment made by different payment options.

2. Enter the amount tended by the customer, if different from the total payable amount, in the Enter amount field.

3. Click OK to confirm the cash payment. You return to the current sales receipt form.

Change by Cash

To give change by cash:

1. Click Cash in the Change Due dialog. You return to the current sales receipt form and the cash drawer opens.

2. Give the appropriate change in cash to the customer.

Payment by Check:

1. Click Check in the Payments area. The Check Payment dialog opens, with the total payable amount displayed in the Enter amount field.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Enter the check number in the Enter check # field.

4. Click OK. You return to the current sales receipt form to complete the sales transaction.

Change by Check:

1. Click Check in the Change Due dialog. The Check Change dialog opens.

2. Enter check number in the Enter check # field.

3. Click OK. You return to the current sales receipt form to complete the sales transaction.

Payment by Credit Card

To receive payment by credit card:

1. Click Credit in the Payments area. The Credit Card Payment dialog opens, with the total payable amount displayed in the Enter amount field.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Click OK. The Credit Card dialog opens.

4. Swipe the customers credit card.

   Or

   Click Manual Entry. Enter the credit card information, the fraud prevention information (optional), and then click Authorize. At next prompt, specify whether the card is present or not.

5. Point of Sale connects to the Merchant Service to obtain authorization.

   If all of the following are true, Point of Sale will process the transaction and print the receipt without further action on your part. In this case, skip to Step 7.

   - The card was swiped (rather than manually entering card information)

   - The transaction is authorized

   - You are configured to automatically save/print upon authorization

   If any of these are not true, continue with the following steps.

6. You will see one of the following messages:

   Authorized: The charge has been approved. Select OK to close the window.

   Declined: The charge was not approved. Select Cancel to return to the sales receipt. Ask the customer to provide a different form of payment, or select Authorize to try again.

   Referral: Voice authorization is required. The cursor is automatically placed in the Authorization field. Call the displayed phone number and give the operator your Merchant Number. Enter the authorization number the operator gives you and press <Enter>.

   Failed address or card verification check: The address or card verification code entered does not match the issuers records. Depending on your merchant service preferences, you may be allowed to continue or the transaction may be automatically voided.

   For more information, see Address and Card Verification Results Guide.

7. Wait for the receipt to print, if configured to print automatically. Ask the customer to sign the merchant copy of the receipt.

   Or

   You are returned to the current sales receipt to save and print the receipt.

8. In the current sales receipt, the payment is reflected against the appropriate field in the Payments area.

Note:

Using the Ingenico eNcrypt 2100 or 3070 PIN pad?.

Change by Credit Card

To give change by credit card:

1. Click Credit in the Change Due dialog. The Credit Card dialog opens.

2. Swipe the customers credit card.

   Or

   Click Manual Entry. Enter the credit card information, and click Authorize.

3. Point of Sale connects to the Merchant Service to obtain authorization.

If authorization is complete, the change due is credited to customers credit card. Else, request the customer to pay by another payment method.

You return to the current sales receipt form to complete the remaining sales transaction.

Payment by Debit Card:

1. Click Debit in the Payments area. The Debit Card Payment dialog opens, with the total payable amount displayed in the Enter amount field.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Click OK. The Debit/ATM Card dialog opens.

4. Swipe the customers debit card.

   Or

   Click Manual Entry. Enter the debit card information, and then click Authorize.

5. Ask the customer to enter debit card PIN. After the customer enters PIN, click OK.

6. Ask the customer to approve the displayed total transaction amount by clicking OK.

   Point of Sale connects to the Merchant Service to obtain authorization.

   If both of the following are true, Point of Sale will process the transaction and print the receipt without further action on your part. In this case, skip to Step 5.

   - The transaction is authorized

   - You are configured to automatically save/print upon authorization

   If either of the above is not true, continue with the following step.

7. You will see one of the following messages:

Authorized: The debit has been approved. Select OK to close the card dialog.

Declined: The debit was not approved. Select Cancel to close the Debit window and return to the payment screen. Request the customer to pay by another payment method.

8. Wait for the receipt to print, if configured to print automatically. Ask the customer to sign the merchant copy of the receipt.

   Or

   You are returned to the current sales receipt to save and print the receipt.

9. In the current sales receipt, the payment is reflected against the appropriate field in the Payments area.

Note:

Using the Ingenico eNcrypt 2100 or 3070 PIN pad?.

Payment by Gift Card:

1. Click Gift Card in the Payments area. The Gift Card Payment dialog opens, with the total payable amount displayed in the Enter amount field.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Click OK. The Gift Card dialog opens.

4. Swipe the customers gift card.

   Or

   Enter the gift card number manually, and click Authorize.

5. Point of Sale connects to the Gift Card Service and checks the balance of the card and a confirmation message displayed:

- If the card balance is equal to or more than the amount due, the payment amount is deducted from the card balance and payment is complete.

- If the card balance is less than the amount due, the card balance is adjusted to zero and the authorized amount is auto-populated to the Gift Card field. Request the customer to pay the balance amount by another payment method.

You return to the current sales receipt form to complete the remaining sales transaction.

Change by Gift Card

1. Click Gift Card in the Change Due dialog. The Gift Card dialog opens.

2. Swipe the customers gift card.

   Or

Enter the gift card number manually, and click Authorize.

3. Point of Sale connects to the gift card service servers and credit the change amount to the customers gift card.

You return to the current sales receipt form to complete the remaining sales transaction.

Payment by Gift Certificate:

1. Click Gift Cert. in the Payments area. The Gift Certificate Payment dialog opens, with the total payable amount displayed in the Enter amount field.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Enter the gift certificate number in Enter gift certificate # field.

4. Click OK. You return to the current sales receipt form to complete the sales transaction.

Change by Gift Certificate

1. Click Gift Cert in the Change Due dialog. The Gift Certificate Selling dialog opens.

2. Verify the amount displayed in the Enter amount field. If required, enter a different amount the Enter amount field.

3. Click OK. You return to the current sales receipt form to complete the sales transaction.

Related Topics

Returning Items in Simple View

Gift Card Returns

Credit Card Returns