This article will guide you through processing client past due invoices through Point Of Sale (POS).
1. Access POS Terminals
Navigate to Main > POS.
This will list the POS terminal options, select the one terminal that you wish to use the process the client payment. Click on the link labeled Click To Lookup A Person.
After clicking the link a search option allows to locate the client. Search and select the desired client.
2. Select Past Due Invoices
After selecting the client you will see their unpaid invoices appear. To remove or update any payments click on the payment itself and make the desired changes and click update. To remove just click the remove button. If you make several changes and then decide that they are not correct click the Reset All button to undo everything. When all payments are correct click the CHECKOUT button to continue.
3. Select Payment Method
Clicking the CHECKOUT button at the bottom of the POS terminal will advance you to the payment screen. You can again select which staff member should get credit for the sale. Select the 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.
4. Complete Purchase
Once you have entered the sales person and selected the payment method(s) you are ready to complete the sale. Click COMPLETE THIS SALE button to finish processing the payment.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals
- Option Automatically Pull In Client Invoices To Register set to Yes in each POS terminals