When you are finished entering in all the items the customer has requested you click on the price at the upper left of the order entry window. This brings you to the payment screen. If a customer comes to pick up an order placed earlier use the Payment button on the Current Orders screen. Do not click Edit on Current Order screen to merely accept payment, it reprints the kitchen ticket and creates confusion.

Do not select a payment method for pick-up orders. Just place the order. If the user who opened POS only has “Inside” permission the payment types buttons do not appear on pickups. [The username at the top of the POS start menu is the person who opened POS.] This is to prevent users from paying out phone in pick-up orders with cash. If the order is mistakenly marked paid in cash when then order is taken the customer can get the order without paying for it. I suppose that there could be someone that wanted to pay for their pick-up order by credit card at the time they place the order. In that rare case you would process the payment by opening Current Orders and clicking on the order and then click payments. Never Edit an order to take the payment because that reprints the kitchen ticket.

All delivery orders are paid for at the time you take the order. You ask the customer how they will be paying and process the payment as requested. Even if it is to be paid by cash; you select cash as the payment method and process payment then place the order. If they wish to pay by credit card, select the Credit Card Keyed button. Enter the account number, the expiration date, the CID, the house number, and zip code. VISA charges 10¢ extra if you do not get all these data when the customer uses a debit card.

You can accept credit cards in agreement with the terms of your processor. Our system is a web-based system and so that means that 100% of your transactions are processed through an internet gateway. There are few other retail businesses operating like this. Each of your terminals can process credit cards. You can only swipe cards on terminals that have credit card readers. ALL TRANSACTIONS MUST BE CONNECTED TO AN ORDER TO BE PROCESSED. Authorizations that are not associated with a specific order in your system will not be processed.

• Swiper - A USB swiper connected to a computer will allow the card data from the magnetic strip to be entered into the web page in the browser.
• Terminal - A terminal can be purchased that will allow customers to use chipped cards and NFC payments like Apple Pay and Google Pay. The terminal connects to the internet and is not connected to any of the computers in the store.

Customers can pay on Account. This means the payment for the order will be collected at a later date. Each morning at 3 AM an invoice is emailed to the owner of the store for each order paid on Account. This invoice can be forwarded to the customer. Account payments are displayed in the Closeout Report and are stored in the Sales Summary 2025 (Accountant). There is a tool in the Report Wizard for running invoices for those customers with multiple invoices per billing period. There is also an option to send the customer a copy of his invoice at 3 AM the morning after the order was completed.

There is a tool in the OIC> Store Info> Account Payments which allows you to track when payments are made. When a payment is made record the payment in POS Start> Spend/ Receive> Expenses/ Income.

For added security, transactions greater than $999.99 are not automatically captured when the closeout is run. They must be manually captured in the credit card processor’s portal. After the customer receives his order go to the portal and manually capture any transaction greater than $999.99. If the payment is not captured until 4 AM of the following morning it will be included in the next day’s deposit.

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