This guide provides step-by-step instructions on how to settle an order and accept payment using a cash payment method. It covers everything from updating the transaction status to entering the specific payment amount and printing the transaction details. Whether you are a business owner or an employee handling transactions, this guide will help you efficiently process payments and provide a smooth experience for your customers.
1. In this example, we will settle an order and accept Cash Payment from a customer with a PHP 1,000 bill.
2. Upon confirmation from the customer that the bill is final, click "BILL". This will display the Payment button as seen on Step 3.
Tip: Clicking Bill will also update the status of the transaction from Pending to Billed.
3. Click "Payment" to start accepting payments.
4. Choose any of the pre-configured payment types.
5. In this example, we will select Cash (this is the preferred payment method of the customer).
6. You may choose to use the Quick Cash Payment buttons to speed things up.
7. Alternatively, you can use Custom Payments.
8. Since the customer has a PHP 1,000 bill, and I mistakenly clicked 500, I will now hit "CLEAR" to start correcting it.
9. You may use the numpad to enter the specific amount. In this example, we will enter "1000".
10. Click "Add Payment" when ready.
11. Now you can see that there's a tendered amount of PHP 1,000 by way of Cash, and there's a Return (also known as "Change" or "Sukli") worth 740.
12. Click "PRINT" to complete the transaction.
13. This window will appear every after transaction, giving you the option to enter the customer's details should it be required.
Tip: This is useful for customers who are requesting for a Sales Invoice (also known as an Official Receipt prior to 2024).
14. Click "Confirm" when finished. This will complete the transaction and print the details (if any).
You may also choose to click "Skip" if there's no need for the details to be printed out.
You have successfully accepted a payment and make use of the Customer Details window.