When the customer (if applicable) 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.]
- Click the Tender Sale button at the bottom of the Transaction screen.
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 the OK button to charge the full amount to the selected tender.
[NOTE: Transactions can also be tendered to Multiple Payment Methods or Charge Accounts.]
5. The Balance will update to $0.00. Click the Transaction Finished button to complete the sale.
6. You will be prompted to generate a receipt for the transaction – select an option from those listed then click the OK button.