When the customer and all items have been added to the transaction, you must tender the sale to complete it: 


[NOTE:  If configured for your organization, Local Authorization may be required to complete certain transaction types.  If so, a prompt will appear – a user with permission to authorize the transaction (e.g. Manager, Supervisor, etc.) must enter their login credentials to proceed.] 


  1. Click the Checkout button from the bottom navigation bar. 




      2. The Tender window will open – it displays:    


  • Tender Methods:  The available methods of payment (e.g. cash, debit, credit, etc.).  
  • Amount:  The subtotal, tax and total amount of the transaction. 
  • Total Paid:  The amounts assigned to various tenders (i.e. if multiple tenders are used), as well as the total amount paid. 
  • Balance:  The outstanding balance of the transaction – the sale can only be finalized when this reaches $0.00.


 

      3. Select the method of payment (e.g. cash, VISA, etc.)   




      4. The Amount window will open.  By default, the full balance owing appears in the Amount field.  Click OK to charge the full amount to the selected tender. 


[NOTE:  Transactions can also be tendered to Multiple Payment Methods or Charge Accounts.]




      5. If a cheque or credit card is selected, you may be prompted to enter the following info:  

  • Cheque:  Enter the cheque number in the provided field and select the applicable bank from the provided dropdown.  Then, click the Add icon – the information entered populates in the bottom of the window – click OK. 




  • Credit Card:  Select the Scan Credit Cardbutton at the bottom of the screen to open a prompt where you may scan the credit card.  Click OK once complete.  




[NOTE:  See Manually Enter Credit Card for scenarios where the magnetic stripe fails, or the card is not present to tap/insert/swipe.]  


      6. The Balance will update to $0.00.  Click OK to complete the transaction.    

      7. You will be prompted to generate a receipt for the transaction – select an option from those outlined below, then click OK: 


  • Email Receipt Only:  The receipt is emailed to the customer. 
  • Email & Print Receipt:  The receipt is emailed a copy is also printed. 
  • Print Only:  The receipt is printed. 
  • No Receipt Needed:  No receipt is produced.   


[NOTE:  Not all organization have Email Receipt functionality enabled.] 




      8. If an option is selected that includes printing the receipt, you will be prompted to select the receipt type, do so, then click OK to generate the receipt. 




      9. If an option is selected that includes emailing the receipt, you will be prompted to verify the email address to send it to – enter it in the field provided, then click OK.