POS checkout and payments

The point of sale register checkout is where the POS operator takes payment from customers for sales. Depending on your setup, a number of different payment methods may be accepted. You can also watch a video demo below.

Available payment methods

You can only take payment using the methods that have already been set up. For a retail business, this might be cash and credit card. For other businesses (say where customers are also businesses) they might also accept checks (cheques) or accept account payments.

Process a POS payment

This procedure assumes that products have been scanned or added to the POS cart already. Optional actions include:

• Take customer details at POS
• Park the transaction
• Enter a returned item amount (refund)

When the customer is ready to pay, select Checkout. Complete the transaction using the relevant procedure below.

Cash

1. Select Cash as the payment method and enter the amount received from the customer.
2. Select Pay [Amount]. The cash drawer opens and a receipt prints.
3. Issue the correct change as per the register calculation.
4. Provide the printed receipt (if applicable).

Credit card (manual, non-integrated)

1. Swipe the customer's card and complete the transaction on the device.
2. Print the device receipts.
3. On the POS screen select Card (manual) as the payment method.
4. Enter the Reference Number from the card transaction receipt and the amount.
5. Select Pay [Amount] to finalize the POS transaction.
6. Provide the device and POS receipt.

Credit card (tyro or other integrated card device)

1. Select the credit card payment method.
2. Swipe the customer's card and complete the transaction.
3. Print the device receipt.
4. On the POS screen, the transaction should finalize automatically.
5. If not automated, select Pay [Amount] to finalize the POS transaction.
6. Provide the device and POS receipt.

Cheque

1. Select Cheque/Check as the payment method.
2. Enter the cheque details and amount.
3. Select Pay [Amount]. The cash drawer should open, so you can put the physical cheque in there.
4. Provide the POS receipt.

Bank transfer

1. On the POS screen select Bank transfer as the payment method.
2. Enter the Receipt or reference number from the transaction (to be provided by the customer).
3. Enter the full cheque amount.
4. Select Pay [Amount] to finalize the transaction.
5. Provide the POS receipt.

Related procedures

• Split payments
• Voucher payments