104 lines
7.5 KiB
HTML
104 lines
7.5 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Take Payment and Give Change: General Procedure</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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img.hcp2 { border:none; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Take Payment and Give Change<span style="background-color: #008000;">: General Procedure</span></p>
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<p class="Help-Text"><a href="receipt_payment_correcting.htm">Correct or Clear Payments</a> <span style="color: #c0c0c0;">|</span> <a href="receipt1015.htm">Open the Cash Drawer</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">This topic is the general instructions for taking payment and giving change on a sale.</p>
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<p class="Help-Text">To see instructions for a specific payment type, click a link:  <a href="receipts_payment_creditcard.htm">credit card</a>, <a href="receipt_payment_debit.htm">debit/ATM card</a>, <a href="receipt_payment_check.htm">check</a>, <a href="receipt_redeem_giftcert.htm">gift certificate</a>, <a href="receipt_redeem_giftcard.htm">gift card</a>, or <a href="receipt_payment_acctcharge.htm">account charge/store credit</a>.</p>
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<p class="Help-Text">When you have completed the receipt, the total <span class="hcp1">Amount Due</span> is shown at the bottom of the receipt. To the left of the amount due are the payment buttons, one for each payment type you accept. In the example shown, Debit is not an accepted payment type so is grayed out.</p>
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<p class="Help-Text">    <img src="../image/rcpt_payment_buttons.gif" alt="" width="509" height="109" border="0" class="hcp2"></p>
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<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs07.htm">Set sales preferences</a> - Define the accepted payment types, a default payment type, and other sales options.</p>
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<p class="Help-Info-Line">To take payment and give change:</p>
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<p class="Help-Text">You can accept the full amount by one payment type or split the payment over multiple types.</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click the button for a payment type.</p>
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</li>
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</ol>
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<p class="Help-Indent">The <span class="hcp1">Amount</span> field for the selected payment type shows the total amount due, in this case $75.37.</p>
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<p class="Help-Indent"><img src="../image/payment_amount_field.gif" alt="" width="204" height="25" align="left" border="0" class="hcp2"></p>
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<p class="Help-Indent"> </p>
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<ol start="2" style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Accept or enter the amount tendered by the customer:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">If the customer tenders the exact full amount by this payment type, simply click <span class="hcp1">OK.</span></p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">If customer tenders a different amount, enter the new amount over the old amount. For example, if the customer gives you $80 cash for this $ 75.37 sale, type 80 over the 75.37. It is not necessary to type the decimal point and zeroes after the 80.  </p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Text">
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<p class="Help-Text">Enter (or scan) any additional information requested for this payment method, such as check number or credit card information. Follow the instructions in the<img src="../image/payment_button_flagged.gif" alt="" width="74" height="30" align="left" border="0" class="hcp2"> dialog to complete the payment.</p>
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</li>
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</ol>
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<p class="Help-Indent">You are returned to the receipt, with the accepted payment type flagged (with a check mark).</p>
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<ol start="4">
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<li class="p-Help-Text">
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<p class="Help-Text">If there is a remaining balance due, repeat Steps 1-3 for each additional payment type until the amount tendered meets or exceeds the total amount due.<img src="../image/payment_change_cash.gif" alt="" width="131" height="69" align="left" border="0" class="hcp2">  </p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">If change is due the customer, it will default to cash change and be displayed in the Totals area of the receipt.</p>
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</li>
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</ol>
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<p class="Help-Indent">To give change by a type other than cash, click the appropriate payment button. The selected payment dialog opens, this time with the change option pre-selected (refund, credit, sale of gift card, etc.) . Enter any requested information and save.</p>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click <span class="hcp1">Print Receipt</span> and follow the print instructions.</p>
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</li>
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</ol>
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<p class="Help-Indent">Alternatively, select <span class="hcp1">S</span><font style="font-weight: bold;">ave Only</font> to record the sale without printing the receipt.</p>
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<p class="Help-Indent">On applicable sales, the cash drawer opens and the change window is displayed to remind you of the change amount and type to give the customer.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><a href="receipt_payment_correcting.htm">Tip: Give cash back while ringing up a purchase<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('receipt_payment_travelcheck.htm');return false;">Tip: Handle payment by travelers check<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="receipts_gift.htm">Print gift receipts</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt1005.htm">Make a sale</a></p>
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<p class="Help-Text"><a href="../qbpos_customer_orders/so03.htm">Take customer order deposits</a></p>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<p class="Help-Note" style="background-color: #f5f5f5;">  Additional online resources. Internet connection required.</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</div><script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('a1');
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//]]>
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</script>
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</body>
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</html>
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