Select Payment Method

FIELD DESCRIPTIONS - PAYMENTS

Payment Method

Each payment method your company allows is listed in the first column. These buttons allow the user to toggle the payment methods. Click once to turn off/on and click again to turn on/off.

Amount

The amount fields in the second column, allow the user to specify how much of the payment to associate with each payment type.

Reference

The fields in the third column, allow the user to specify a reference for the payment method. For example, you could input the check number, for personal check method. Or you could input "Mr. Jones paid" as a reference for a cash payment.

Manual Receipt Number

For the manual receipt type, an additional field is required.
The system does not allow the user to proceed taking a manual receipt without inputting the manual receipt number.

Manual Receipt Information

Manual receipts REQUIRE a manual receipt number be input before the payment may be applied. Even though the amount tendered is completed, the system does not allow the user to proceed without inputting the manual receipt number associated with this payment.

Invalid Manual Receipt

That receipt has not been assigned to any user. You cannot use that receipt number.
OK

Assigning Manual Receipt Numbers to a User

You must assign a block (or book) of manual receipt numbers to each user. Only manual receipt numbers within the assigned range of numbers are allowed during the Select Payment Method function.
see User Maintenance - Route Manager Info Tab

Bal:

The Customer Deposit balance is listed beside the Customer Deposit payment method button, which displays the customer's current customer deposit balance.

Amount Remaining

This is the amount of payment which remains to be applied when the default payment method is changed, or more than one payment method is selected.

Total Due

The Total Due field is the amount of payment you are applying to this customer's agreements / charges from the previous payment screen.

Monies Due

The Monies Due field determines the actual amount of currency you should receive from this customer. This would be the Total Due less the amount applied to credit card/debit card payments or Customer Deposit payments.

Amount Tendered

The Amount Tendered is input by the user. This is the amount of actual money the customer gave you for the payment. If the amount due is 45.00 and the customer gave you $50.00, input $50.00 here, and the system calculates the amount of change due the customer.

Change Due

The Change Due field calculates the Monies Due MINUS the Amount Tendered.

Reset

The RESET button allows you to clear all the payment methods and amounts and start applying the money again.

To select the payment method

1. When you click PROCEED or press the F10 key, this screen is displayed. It prompts you to input the payment type(s) and allows you to calculate the amount of change due a customer. The system automatically defaults to "CASH" as the payment type. You may choose up to (5) five different payment methods on (1) one receipt. See: Multiple Payment Methods.

If the payment type is "CASH" simply click PROCEED on the toolbar or press the F10 key again.

2. Toggle the default payment method, by clicking that payment method button again.
If the payment type is NOT cash, click the CASH button again.

This disables PROCEED on the toolbar, until a payment method is selected and the total amount is applied.

3. Click on the appropriate payment type and input the amount for each payment type you choose.

Too much money. Resetting value!

If you input as one of the payment methods an amount that causes the total to be more than the amount applied through the payment screen, this message is displayed. Click OK and correct the amount for each payment method.

4. Input a reference for each payment type, if applicable.

You cannot add more than 5 payment methods.

When you choose more than 5 payment methods, this warning is displayed. Click OK to go back and choose up to 5 payment methods.

5. When the entire payment amount has been applied you can click PROCEED. If the this button is not enabled, press the TAB key.

The receipt is printed to the receipt printer you chose under Workstation Setup.

6. To exit without taking a payment click CANCEL.

Default Payment Method

There is a default payment method for each customer in the Customer file. When you set the default payment method for a customer, the amount of payment is assigned to this payment method. The user may change the payment method at the time of each payment, if necessary. For example: If a customer normally pays by Personal Check, this may be assigned to the customer as the default payment method. However, when this same customer comes in and gives you cash, the payment method for Personal Check must be turned off, and the payment method for Cash must be turned on.

Some frequently asked questions: (click each question for answer)

•	How do I get the system to calculate the change due to the customer?

Type the amount the customer gave you as the AMOUNT TENDERED. The amount being applied as the payment is input automatically in the default payment method for this customer. The AMOUNT TENDERED is the actual amount of cash the customer is giving the clerk. When the user types in this amount the system calculates the change due.