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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 Method | Description |
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?