Manage Payments

Content
Creating Payments Apply Payment to Sale Payment on Account

This section will discuss on how to create payments in Connected Sale that is either made through cash, check or even credit card. With Connected Sale, this lets you easily apply customer payments or even create refunds to your customers. 

 

 

 

 

Creating Payments

There are three ways to enter a payment transaction through Connected Sale iPad App:

• Cash Payment
• Check Payment
• Credit Card Payment

 

CASH PAYMENT

In this process, you will be using Cash as payment on Connected Sale.

1. Create a regular Sale transaction. See: Creating Sale or Invoice Transaction
   
   
2. Tap on Complete button and then tap the Cash button from the payment options window.
   
   

   

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3. Input the amount on the numeric keypad.
   
   
4. Tap the DONE button.
   
   

   

 

CHECK PAYMENT

In this process, you will be using Check as payment on Connected Sale.

1. Create a regular Sale transaction. See: Creating Sale or Invoice Transaction
   
   
2. Tap on Complete button and then tap the Check button from the payment options window.
   
   

   

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3. Input the Check No.
   
   
4. Input the amount.
   
   
5. Draw signature on the signature box then tap the Save button.
   

   If the signature is not correct just tap Clear Signature button then draw signature on the box then tap the Done button.

   

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CREDIT CARD PAYMENT

In this process, you will be using Credit Card as payment on Connected Sale.

1. Create a regular Sale transaction. See: Creating Sale or Invoice Transaction.
   
   
2. Tap on Complete button and then tap the Credit Card button from the payment options window.
   
   

   

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3. There are three ways to populate the fields present in Credit Card Payment.
   
   
   • Manual Entry of Credit Card Information
   • Swipe a Credit Card
     
   • Voice Authorization
     
     
4. Draw signature on the Signature Box then tap the “DONE” button.

   

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   If the signature is not correct just tap “Clear Signature” button then draw signature on the box then tap the DONE button.

The table below shows the instructions on how to create payments with different type of credit card payments:

Credit Card Payment	Process
Manual Entry of Credit Card Information	Key in the Credit Card number. Tap the Expiration date text field then set the Expiration date. Key in Name on Card. Input the amount.
Swipe a Credit Card	Connect the credit card swiper/device (ID Tech Shuttle). Swipe the Credit Card on the device. The text fields will automatically populated. If the text fields is still empty after swiping the card. Tap the Refresh icon button located at the right side of card number text field. Then swipe the card again.
Voice Authorization	Key in the Credit Card number. Tap the Expiration date text field then set the Expiration date. Key in Name on Card. Key in Authorization Number. Input the amount on the numeric keypad.

Additional credit card fields have been added in Connected Sale Mobile to accommodate secondary details such as address, telephone number and email address when manually creating order/sales transactions using credit cards. Moreover, these fields are essential as some credit card gateways are requiring these information to authorize the transaction.

To access the additional fields:

1. Create a sale/order transaction using Credit Card as your payment option, and fill out the necessary credit card information.
   
   
2. From the Credit Card form, click the More button to display the Additional Credit Card Information Fields.
   
   

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3. Fill out the necessary credit card details for further transaction reference.
   
   

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4. Click Done to complete the transaction.

 

 

Apply Payment to Sale

To apply a payment to invoice, make sure to select a posted sales invoice.

1. Tap on Transactions button. A pop up form will be displayed on the screen for reviewing the transaction.

   

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2. Select Sales button located at the bottom of the form. List of sales invoice will be displayed.
   
   
3. Select an invoice from the list with an outstanding balance or key in the search textbox field the order detail to be searched and tap a specific item.
   
   
4. Select and Tap Apply Payments.

   

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   If there is a balance in the particular invoice, it will be loaded in Connected Sale, otherwise a message box will be displayed informing you that the invoice is already paid in full.

5. You may now apply the payment in cash, check or credit card. Refer to: Creating Payment.
   
   

   

 

 

Payment on Account

1. Create a regular Sale transaction. See: Creating Sale or Invoice Transaction
   
   
2. Tap on Complete button and then tap the On Account button from the payment options window.
   
   

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