This article will guide you through using more than one form of payment in the Point Of Sale (POS).
1. Select Client
Navigate to Main > POS.
Search and select the desired client. Modify any existing invoices or add products for the sale.
2. Select First Form of Payment
Clicking the CHECKOUT button at the bottom of the POS terminal will advance you to the payment screen. Select the first payment method for the purchase.
Cash Payment
Use the cash pad located on the left side of the checkout screen. Enter the amount of cash tendered, or use the EXACT button if the exact amount is provided. The system will calculate any change due to the customer.
Card Payment
Select CARD to proceed with card payment options:
- Enter: Manually enter credit card details or swipe the card (if not using Contactless devices).
- Contactless Payments: Activated devices for contactless payments will be displayed for selection.
Bank ACH Payment
Choose BANK ACH to input the customer's bank account information for electronic funds transfer.
External Payment
Use EXTERNAL payments to record transactions conducted outside of ClubReady. This option is recommended for third-party credit card processors or terminals, or if the client has already paid using methods like Groupon.
Check Payment
Select CHECK when accepting a written check as payment for the transaction.
3. Select Second Form of Payment
Follow the process in the step above to select the other payment method and the amount.
4. Verify and Complete the Sale
Entering the cash payment will update the screen. After the payment amount matches the total amount due click the COMPLETE THIS SALE button to complete the check out process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals
- Point Of Sale (POS) - Can run credit cards thru ClubReady (recommended)
- Point Of Sale (POS) - Can run Bank (ACH) thru ClubReady (optional)
- Point Of Sale (POS) - Can run as credit card outside ClubReady (optional)
- Point Of Sale (POS) - Can run as written checks (optional)
- Point Of Sale (POS) - Can run as cash (recommended)