EPOS - Receive Account Payment
INTRODUCTION
In Agility a user can take a payment from a customer at the till and through the Nominals.
This comes down to each business practice and there are different scenarios:
1. Staff can take the payment but not match and the matching is done in the back office.
2. Staff can take a payment and match against invoices and credit.
3. Back Office staff take payments and match.
Receive Account Payment
For a user to take a payment at the till navigate to the ribbon menu and select Receipts - Receive Account Payment
Pay Type
This displays how the customer is paying e.g. Cash, Credit Card etc.
Account
Select the customer account by right mouse clicking and searching by the name or enter the account code
Amount
Now enter the amount the customer is paying
Pay Ref
If a credit card is being used in non integrated mode the authorisation code can be entered here.
Settlement Discount
This can be used if a customer has a balance of 1500.51 and they pay 1500 the 51 can be settlement discount
Cash Back
This can be used if a payment is being made by debit card or in some places a cheque.
Show Notes
This shows notes on the customers account
Note
Press SAVE
Cancel
Cancel the payment please note a value greater than 0 needs to be entered before cancelling
Save
Process's the payment
Cash Matching
Support Team Only
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