Starting the Checkout Process
To start checking out, click “Check Out” in the cart.
This will open the checkout dialog, where the user can select a payment type and add payments to the sale.
Multiple payment types can be added. Users can add payments and adjust amounts one payment type at a time.
Adding Payments
There are a number of different payment types that can be added to complete a sale. Each one acts a little differently, but to add a payment, the user will need to select a payment type on the left side of the Checkout dialog, enter the amount and any other required information in the upper right side, and add it to the payment list below. For more information about the different payment types, see How to Add Different Payment Types.
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.
