- 03 Jun 2024
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Accepting a Payment from the Point-Of-Sale
- Updated on 03 Jun 2024
- 1 Minute to read
- Print
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.
Next, confirm the payment method.
You can now select Process Payment to complete the transaction.
Next you will be prompted to confirm the payment method or enter the required details to complete the sale.
If your ready to proceed, you can select Process, otherwise use the drop-down menu to select an alternate payment method.
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
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.
You can now select Close and move to the next transaction.
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.
From here, you can click on the credit card icon on the bottom left (beside 'Charge') to change the payment method.
Confirm the payment method from the following options.
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.
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.