To start the check out process, click “Check Out” in the cart.
This will open the checkout dialog, where the user can select a payment type.
Multiple payment types can be added. Users can add payments and adjust amounts one payment type at a time.
Existing Payment Method
If there is a purchaser attached to the sale, and that purchaser has payment methods saved to their record, the “Existing Payment Method” button at the top can be chosen.
Clicking “Existing Payment Method” will open a dialog with a list of the current purchaser’s saved payment methods.
New payment methods can also be added here, using the “+” button, if the customer would like to save a new credit card.
Note: Once a new method is added, it will be automatically selected as the payment method for the current sale, but this can be changed before continuing.
Once a payment method has been chosen from the list, the “OK” button will be enabled and the user can click it to move forward with processing the payment.
Clicking “OK” will close the Existing Payment Methods dialog and bring the user back to the Checkout dialog, with the selected payment method showing.
The amount will always default to the current balance, but can be changed if needed, and the “Add” button can be clicked to process the payment.
Once the payment has been processed, it will be added to the payment list below. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Cash
If a customer is paying wish cash, users can click the “Cash” button to add the payment.
Once “Cash” is selected, the user can type an amount directly into the amount filed, or they can use the buttons to the left to add an amount.
Multiple amount buttons can be clicked to be added together in the amount field. For example, a user can click the $20 button, the $5 button, and the $1 button twice, to get a total of $27.00 to show in the amount field.
Once an amount is entered, the “Add” button will be enabled.
When “Add” is clicked, the cash amount will be added to the payment list below. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Credit Card
Sales can be completed with credit card payments by selecting “Credit Card” from the list of payment types.
The current balance is automatically entered in the amount field, but users can change this if needed.
Credit cards can be manually entered by clicking “Manual” here. This will mean that the card information will need to be entered into the credit card device.
Clicking the “Process” button will allow the customer to swipe their card normally.
The user will see a dialog while the credit card device is being used, letting them know that the Kiosk is waiting for the customer to slide their card.
Once the customer has done that, the dialog will change to let the user know the Kiosk is waiting for the customer to verify the amount on the credit card device.
Once the amount is verified by the customer, it will change one more time to let the user know that it is processing the payment.
When it is done processing, another dialog will come up, informing the user that the processing is complete and to follow the instructions for the credit card authorization slip.
After clicking “Close” the credit card payment is shown in the payment list. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Gift Card
When using a gift card to pay, users can click “Gift Card” from the payment options.
The amount is automatically set to the current balance, but can be changed.
The amount will be automatically adjusted as well, if a gift card that has a balance of less than the sale balance is looked up
The card ID can be manually typed by the user, or the gift card can be scanned.
Once a Card ID is entered, the user can click “Lookup” to validate the card.
If a gift card is scanned, the “Lookup” button is automatically clicked.
From here, the user can see the available card balance.
If a Card ID was entered that is not a valid gift card number, the card ID field will be cleared and the user will see an invalid card message. The user will have to enter a valid Card ID to continue.
When a valid Card ID has been looked up, the “Add” button will be enabled.
Once “Add” is clicked, the gift card payment will be added to the payment list, and the remaining balance after completing the sale is shown below the gift card information. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Check
To process a check payment, click “Check” from the list of payment options.
The amount automatically shows the current balance, but can be changed.
A reference number is required to continue.
Once a reference number is entered, the “Add” button is enabled.
Once “Add” is clicked, the check payment is shown in the payment list. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Invoice/PO
To process an Invoice or PO payment, click “Invoice/PO” from the list of payment options.
The amount automatically shows the current balance, but can be changed.
A reference number is required to continue.
Once a reference number is entered, the “Add” button is enabled.
Once “Add” is clicked, the invoice/PO payment is shown in the payment list. See “Adjusting Payments and Completing the Sale” below to continue, or add other payments if there is still a balance due.
Adjusting Payments and Completing the Sale
At the bottom of the Checkout dialog, the user can see the total sale amount, and they can see the current balance.
When payments are added, the “Total” does not change, but the “Balance” will adjust.
Note: The balance will always be the “Total” minus any payments added to the payment list.
Once payments have been added to a sale, they are show in a payment list. Multiple payments can be added to a single sale, so there may be times when multiple items are shown here.
Additional payments can only be added when the balance is greater than $0. They will be able to see the “Please select a payment method” message whenever there is still a balance due.
Users will never be able to collect a payment that is more than the current balance.
At any point, users can click the “X” next to a payment in the list to remove that payment from the sale.
There is no confirmation here, except for credit cards. Credit card payments require a void to remove from the payment list. See How to Void a Sale for more information on voiding a credit card payment.
Once the full “Total” has been collected and the “Balance” shows $0, the user will see the “You can now complete the sale” message, and the “Complete Sale” button at the bottom of the dialog will be enabled.
Once the “Complete Sale” button is clicked, the user will be asked if they want a customer receipt printed.
After printing, or skipping, the customer receipt, the user is brought back to the sales module, with the completed sale showing in the cart. The total and payments are shown at the bottom with “Sale Completed” underneath, so the user can see that the sale shown has already been finished.
There is also a “Reprint” button, incase the user needs to reprint the receipt.
