Sales: How do I add a Payment to a Sale?

To add a Payment to a Sale, first Create a new Sale or edit an existing Sale

Payments can also be added to Sales in the Checkout screen ( How do I checkout a Reservation?)


Add a Payment by scrolling down to the PAYMENTS section in the Edit Sale box, and tapping + Add Payment (the payment amount can be overridden if required):


Choose a payment method from the following:

Payment MethodDescription

Cash

To add a Cash payment, enter the cash amount received and tap the Cash button

Any change to be given will be displayed in the Change Due popup

Tap Done 

Select Yes, Close from the Save & Close Sale popup

Stripe
To process Stripe Payments in-store, please connect your Stripe account (see How do I connect my Stripe account?)

To add a Stripe Payment, enter the required amount and click Stripe

Stripe allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?

PayPal Here

To process PayPal Here payments, please connect your PayPal Here reader (See How do I connect my PayPal Here card reader?)

To add a PayPal Here payment, enter the required amount and tap PayPal Here 

Tap or swipe the card when ready, and follow the prompts

Square
To process Square payments, please connect your Square reader (See How do I connect my Square account?

To add a Square payment, enter the required amount and tap Square, then follow the prompts.
iZettle
To process iZettle payments, please connect your iZettle reader (See How do I connect my iZettle card reader?)
To add a iZettle payment, enter the required amount and tap iZettle
Follow the prompts
Sum Up

To process Sum Up payments, please connect your Sum Up reader (See How do I connect my Sum Up card reader?)
To add a Sum Up payment, enter the required amount and tap Sum Up
Saved Card
It's possible to charge stored credit cards

Click Saved Card button, then select the stored card you wish to charge

For information about enabling and using stored credit cards, see How do I store and charge customer credit cards?

Customer Credit

If the Customer has available Customer Credit, this will appear on the Customer Credit button To add a Customer Credit payment, enter the required amount and click Customer Credit Click Close Sale to close the Sale or Continue Editing to return to the open Sale

Gift Card

To pay for a Sale with a Gift Card the Customer must have a valid Gift Card on file, see How do I sell a Gift Card? To add a Gift Card payment, enter the required amount and tap Pay 
A list of Gift Cards assigned to this Customer will appear, tap directly on the relevant card
Alternatively, it is possible to use the Search field to search for and pay with a different Customer's Gift Card, or a Gift Card in the system which is unassigned to a Customer
Select Yes, Close from the Save & Close Sale popup

Loyalty Points

If a Customer has accumulated Loyalty Points, these will appear on the Loyalty Points button. To add a Loyalty Points payment, enter the required amount and tap Loyalty Points 

Select Yes, Close from the Save & Close Sale popup
Custom
To add a Custom payment method, click + Add Enter in the name of your desired payment method eg 'Credit Card', and click OK

Card Setup

Tap here to connect a card reader.
See: What hardware does Ovatu support?


Alternatively, tap directly on one of the Shortcut payment options displayed in the PAYMENTS section in the right-hand screen (iPad only):


Once a payment has been made, you can choose to:

  • Email Customer (set to enabled by default) with a Sales Invoice
  • Print Receipt (only available if you have previously connected a receipt printer)*
  • Open Cash Drawer (only available if you have previously connected a cash drawer)*

*see How do I connect my Star mPOP unit?

Make your selection and tap Close

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