Once you've created a sale or invoice you can immediately make a payment for it. Simply tap the dollar button at the bottom right of your screen to begin making a payment, or if you're dealing with an invoice then tap the arrow followed by the dollar sign. Next choose a payment method.
Choose Card to wake up your card reader and begin processing a transaction. The card reader will guide the customer through the transaction. The flow is similar between devices.
|1||Tap card||Tap, insert, or swipe card|
|2||If required, enter PIN|
|3||Transaction Complete||Transaction Complete|
Once the customer has finished with the card reader the transaction will finish processing. The app will display whether the transaction was approved or declined on the completion screen. If the transaction failed then the app will give you the reason and let you try again.
What if my card reader isn't connected?
If your card reader isn't connected, first make sure its turned on. If you're not paired then read about how to use to your card reader.
Canceling a transaction
If you need to cancel a transaction then the operator can swipe to cancel in the app.
The Cash option allows you to accept a cash payment from a customer. Since the customer may not always give you exact change this will allow you to take any denomination from the customer and calculate how much change they will need.
The default value entered will be the exact amount, but you can easily choose one of the suggested options or enter a value manually.
Once you entered the correct amount that the customer has given you simply tap Tender to continue.
The completion screen will display how much change you need to give back to the customer.
If you have Alipay enabled for your card reader then you can take an Alipay payment. This will cause the card reader to display a QR code that your customer can scan with their Alipay app. Once the customer scans the QR code they will need to follow the instructions on their device to complete the payment.
What is Alipay?
Alipay is a payment method commonly used in China or by Chinese tourists and students abroad. It always Chinese nationals to pay using money directly from their Chinese bank account in their own currency. Find out more about Alipay or signup at the Quest website.
The Other option can be chosen if your customer is paying in a method un-related to Airpay. For these options it is up to you to verify that you have received the funds.
|Cheque||Any type of cheque from the customer.|
|Bank Deposit||A direct bank deposit from the customer.|
|Other||Any other method of payment.|
Once you've selected a type of payment you can optionally add a Reference for the payment and then select Take Payment to continue.
Sending a Receipt
On the result screen you will be clearly told if the payment was successful, any change that needs to be given to the customer (for cash payments) and whether or not there is any remaining balance owing. From this screen you can send a receipt to your customer either via email or SMS.
Simply enter the customers email address or mobile phone number and tap the send arrow to send them a copy of the sale information and any related EFTPOS receipt.
SMS's are sent using your devices SMS client, so your phone or tablet will need to have a valid SIM card and have support for sending SMS's if you'd like to send your customer a receipt this way.
If your sale or invoice has a Customer associated with it then the receipt field will automatically be populated with the customers email address or mobile phone number. You can always change or add new addresses if you need. Don't forget you'll still need to tap send.
If you need to do a partial payment, allowing the customer to pay off the remainder later, or a split payment then you can tap the Partial Payment button.
Choose the amount you'd like to charge for this payment by either dragging the percentage slider or by selecting the amount and entering a new value. Selecting Save will then take you back to the previous payment method selection screen with the new amount displaying at the top of the screen.
Continue with your payment flow as above to make the partial payment.
Once you've completed a partial payment the amount owing for this sale or invoice will be reduced by the paid amount. On the result page you can choose to Make another payment or do a New Sale. If you're making a sale from the register then you should generally make another payment until the sale is completely paid off. If you're paying off an invoice, then the invoice will be in a partially paid state and can always be paid off later.
If you leave a partially paid sale then that sale will appear in your Invoices tab if you are in an invoicing mode, otherwise it will appear under the Incomplete filter of the Paid tab until it is paid off.