Retail Express POS allows you to record payments using the tender types enabled for the register. Payments can be entered using Quick Cash Tender buttons, manually entered against a specific payment method or applied for the complete outstanding balance.
This video explains how to review the transaction totals, add payments, remove an incorrect payment and edit an existing payment’s date, tender type or amount before completing the sale.
Chapters
Timestamp | Chapter |
|---|
00:07 | Opening the Payments Tab |
00:11 | Reviewing the Transaction Totals |
00:25 | Entering a Quick Cash Payment |
00:51 | Selecting a Payment Method |
01:25 | Manually Entering a Payment |
01:42 | Paying the Complete Balance |
01:57 | Removing a Payment |
02:02 | Editing an Existing Payment |
Transcript
The Payments tab is used to record and manage payments against a POS sale. You can choose from the payment methods enabled for the register, enter more than one payment and update an incorrect payment before the transaction is completed.
Opening the Payments Tab
To enter a payment for a sale, open the Payments tab.
Reviewing the Transaction Totals
The lower-right side of the screen displays the payment summary for the transaction.
This includes:
- The total value of the sales transaction
- The amount already paid
- The amount tendered
- The total balance due
These values update as payments are added, removed or changed.
Entering a Quick Cash Payment
The Quick Cash Tender feature allows you to record commonly used cash amounts quickly.
Select one of the cash-value buttons to add a cash payment for that amount.
All payments recorded against the transaction appear in the upper-right section of the screen.
You can select the same cash button more than once. Each selection increases the total cash amount paid.
Selecting a Payment Method
The left side of the Payments screen displays the payment methods enabled for the current register.
This area allows you to manually enter a specific payment amount against a selected tender type.
The payment methods displayed here can be customised through the Retail Express configuration settings.
Retail Express also supports integrated card-payment systems. With a supported integration, staff do not need to manually enter the card-payment details into the EFTPOS terminal. Refer to the relevant integration documentation or contact Retail Express Support for more information.
Manually Entering a Payment
Select the required payment method, such as MasterCard.
Enter the amount being paid into the payment field.
Press Enter on your keyboard or select Pay.
Retail Express records the payment and displays it in the payment summary in the upper-right section of the screen.
Paying the Complete Balance
To enter a payment equal to the complete balance due, select the arrow beside the required payment method.
Retail Express copies the outstanding balance into the payment field.
Press Enter or select Pay to record the payment.
Removing a Payment
To remove a payment that was entered incorrectly, select the trash can icon beside the payment.
Retail Express deletes the payment and recalculates the payment summary and balance due.
Editing an Existing Payment
Select an existing payment to open the Edit Payment screen.
Depending on your security permissions, you can change:
- The payment date
- The payment or tender type
- The payment amount
After making the required changes, select Update.
Retail Express saves the changes and updates the payment summary for the transaction.