Taking Payments and Issuing Refunds
The Register Payment Screen is used to collect any sort of payment, outside of a ticket It is important to note: Payments taken that exceed the total amount being charged by more than $99.99, will be denied. Example: If that total due is $10 and the cashier enters $150, it will deny the payment. 1. Click on Register. 2. Click Register Transaction. 3. Click the New Transaction button. 4. Select whether it is a Payment or a Refund. 5. Fill in the customer account by Name or Number if you are able. 6. Fill in all necessary information including the Subtotal, Payment type. 7. Lastly click the Green button in the bottom right to submit the payment or refund. Working with the Register Payment Screen Fields highlighted in Yellow are REQUIRED fields Customer – The customer the payment is being attached to Company – The company the payment is being attached to