Accepting a Payment from the Point-Of-Sale
    • 03 Jun 2024
    • 1 Minute to read

    Accepting a Payment from the Point-Of-Sale


    Article summary

    Desktop App

    Once you have added all the products to the cart, or keyed in the dollar amount desired, you can select the drop-down menu at the top of the cart to confirm your payment method.

    online shopping cart with select payment optionsNext, confirm the payment method.select payment methodYou can now select Process Payment to complete the transaction.
    process payment viewNext you will be prompted to confirm the payment method or enter the required details to complete the sale.confirm payment methodIf your ready to proceed, you can select Process, otherwise use the drop-down menu to select an alternate payment method.
    select alternative payment methodDepending on the payment method you have selected you may be prompted to enter additional details.

    • Credit/Debit: Proceed with accepting the payment using your Helcim Card Reader Card 
    • Manual Entry: Enter the cardholders information to process the payment 
    • Cash: Confirm the cash received 
    • Check: Enter the Check Number 
    • Misc.: You can enter a note regarding the payment 
    • External Credit: Enter the external approval code for reference 
    • External Debit: Enter the external debit approval code for reference



    You'll see a confirmation screen confirming that the payment has been processed. Select Print Receipt or Email Receipt to give the customer a record of the transaction.
    payment has been processed with print and email close and view transaction buttons

    You can now select Close and move to the next transaction.

    Partial Payments
    If you accept a partial payment using one payment method then want to use a secondary method to complete the transaction you will be directed to the Transactions page, you can then open the partial order in the Order Manager and complete the payment.

    Mobile/Tablet App 

    Once you have added all of your products to the cart, or keyed in the dollar amount desired, you can click on Review to see the Subtotal details. 

    mobile / tablet app

    From here, you can click on the credit card icon on the bottom left (beside 'Charge') to change the payment method. 

    charge or change the payment method

     

    Confirm the payment method from the following options. 

    confirm the payment

    Depending on the payment method you have selected you may be prompted to enter additional details.

    • Credit/Debit: Proceed with accepting the payment using your Helcim Card Reader Card 
    • Manual Entry: Enter the cardholders information to process the payment 
    • Cash: Confirm the cash received 
    • Check: Enter the Check Number 
    • Misc.: You can enter a note regarding the payment 
    • External Credit: Enter the external approval code for reference 
    • External Debit: Enter the external debit approval code for reference


    Once you have selected a payment method, select Charge to complete the transaction.

    charge button



    You'll see a confirmation screen confirming that the payment has been processed. Select Email Receipt to give the customer a record of the transaction.



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