How to accept a split payment

Amicus

Amicus
How to accept a split payment
See Also Submit feedback on this topic

Key Areas > Sales > Common Tasks > Finalise A Sale Using Advanced Functionality > How to accept a split payment

Glossary Item Box

Introduction

In this section we will take a look at how the user can optionally accept a customer payment across multiple payment types by using the Split Payment Dialog .

This dialog displays the Total Charge and the Balance (as per figure below). The Total Charge is the bill amount and the Balance amount is the amount that remains to be adjusted or received against a payment type.

Note that in the figure below the Total Charge and the Balance are the same value. This is because no payment has been entered against any payment type.

In order to enter a payment click on a payment type and enter the amount received against the payment type. Continue the process until the entire payment has been received and the Balance figure becomes zero.

Figure :Split Payment Dialog

How To Use this Functionality

In this section we will take a look at how to split the payment of the above bill amount (as per figure above) across the payment types of Cash, Card, Cheque and On Account.

Step 1 Cash - 240.00

Step 2 Cheque - 300.00

Step 3 Card - 200.00

Step 4 Account - 166.65

Total - 906.65

Step 5 Complete Split Payment

Step 1

Select the Cash Payment option from the Split Payment Dialog by using the ALT-S keyboard accelerator. The option can also be selected by using the mouse or the Touch Screen (Touch Sales Screen only).
Enter the amount to be received in cash and the amount tendered by the customer. The amounts can also be entered from the numeric keypad by using the mouse or Touch Screen (Touch Sales Screen only).

Figure :Step 1 (Enter Cash Amount)

Step 2

Select the Cheque Payment option from the Split Payment Dialog by using the ALT-H keyboard accelerator. The option can also be selected by using the mouse or the Touch Screen (Touch Sales Screen only).

Enter the cheque number in the ID column and the cheque amount. The cheque number and the amount can also be entered from the numeric keypad by using the mouse or Touch Screen (Touch Sales Screen only).

Figure :Step 2 (Enter Cheque Payment Option)

Step 3

Select the Card Payment option from the Split Payment Dialog by using the ALT-R keyboard accelerator. The option can also be selected by using the mouse or the Touch Screen (Touch Sales Screen only).

Enter the card authorisation code in the ID column and card amount. The card authorization code and the amount can also be entered from the numeric keypad by using the mouse or Touch Screen (Touch Sales Screen only).

Figure :Step 3 (Enter Card Payment Amount)

Step 4

Select the Account (On Account) Payment option from the Split Payment Dialog by using the ALT-O keyboard accelerator. The option can also be selected by using the mouse or the Touch Screen (Touch Sales Screen only).

Enter the amount to be charged to the customer's account. The amount can also be entered from the numeric keypad by using the mouse or Touch Screen (Touch Sales Screen only). Note that after completing the split payment, the Balance amount is displayed as $0.00.

Figure :Step 4 (Enter Account Payment Amount)

Step 5

Complete the Split Payment by clicking on the Accept Payment button. Note that if the Balance Amount is not $0.00 then the Split Payment will not be completed.

Configuration Requirements

None

Additional Preferences