Selecting payment methods

At the conclusion of the sales process, you select the payment methods used by the customer.
Use the Select Payment Method window to:

• apply discounts off the entire invoice amount
• accept cash, cheque or credit card payments
• find and allocate charges to the debtor
• find and allocate charges to the general ledger, which are transferred internally to another department.

Payment for the sale can be split between payment methods.

1. Complete the sale. See Using the Sales Entry window.
   The Sales Entry window is displayed with stock items the customer is purchasing.
   
2. Click .
   
   Tip: You can also press F12 to accept payment.
   
   The Select Payment Method window is displayed. A photo is displayed if a customer has been selected from the community database and their photo is available.
   
3. Apply any discounts off the entire sale invoice amount if required by clicking or .
4. In the Amount to Pay field, type in the amount to allocate to the first (and possibly only) payment method.
   
   Note: You can leave the Amount to Pay the same as Sale Total if the payment is allocated to one payment method only. The Change Required window is displayed if more cash than required is given to you and you entered that amount in the Amount to Pay field.
   
5. Click the payment method required based on the customer's preferences. That is, whether paying by cash, cheque, credit card, EFT, charging the customer's debtor account or any combination of the payment methods used at your organisation. For more information, see the Key fields and buttons area below.
   
   Tip: Use the function keys once you get familiar with the Select Payment Method window.
   
   The Payment Detail window may be displayed, such as when entering cheque details.
   
6. Update the payment details, if required.
7. Click .
   Either the:
   
   • sale is completed
   • Select Payment Method window is displayed, showing payments made so far.
   
   
   
   Note: Split payments are supported between cash, cheque, credit card and debtor accounts. You cannot split general ledger payments. The example shown above does not correspond to the example used in the previous steps.
   
   
8. Repeat steps 5 through 8 for the available payment methods, if the customer is splitting payment between different methods.
   The docket is printed using the docket printer or a Crystal report is displayed, depending on your organisation's sales configuration.
   
   Note: When the sales are closed off, any debtor charges are made to the debtor account for the full amount of the sale and then receipt records are generated for the portion already paid. For example, if a $55 purchase is paid for with $25 cash and $30 charged to the debtor account, then the debtor account would receive a charge for $55 and a receipt for -$25 (which is allocated against the charge) thereby leaving $30 still owing on the charge. The example shown above does not correspond to the example used in the previous steps.Also, each sale that contains a debtor split is raised as a separate charge. For example, four split sales would result in four charges posted to the debtor's account.

Select Payment Method window - key fields and buttons
Fields

Buttons

Note: The buttons that appear in the Select Payment Method window are defined in the Finance Configuration Maintenance window. See Synergetic Financial Configuration - Business Units - Sale Payments sub-tab in the Finance manual for more information about setting up and configuring payment methods.