Make Mixed Payments with different Payment Methods
This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.
Would your customer like to pay parts of an invoice using different payment methods, e.g. pay a partial amount in cash, redeem a voucher and pay the rest using their customer account? With enforePOS, this is possible. In this How-To, we will show you how to do it.
Open Register in the POS menu.
Take an order.
Tap on [+ Customer].
Select a customer.
Tap on [Checkout Order].⮕ The Order Summary window opens.
Tap on [Confirm].⮕ The Payment Method window opens.
Pay Partial Amount in Cash
Tap on [Amount] in the Cash payment area.⮕ The Given Cash Amount window opens.
Enter the amount the customer wants to pay in cash.
Confirm with .⮕ The Cash payment window opens.
Tap on [Next].⮕ You have paid the first part of the invoice in cash. ⮕ You will return to the Payment Method window. The remaining amount to be paid (1) is displayed at the top. Below this, you will see the amount already paid (2) and the total amount of the order (3).
You can view the payment history of this order, i.e. all successful and canceled payments, via the Payments button (4).
Make another payment until the invoice is settled. Alternatively, you can tap on [Pay Later] if the customer wants to pay the remaining amount at a later time.
All payments are shown on a single invoice, which is issued after the invoice has been settled.
An invoice with the individual payments could look like this:
Pay Partial Amount with Gift Card
Requirements
Your customer has a valid gift card
Swipe from right to left on the Gift Card payment method.
Tap on .⮕ The Desired payment amount window opens.
Enter the amount the customer would like to pay by gift card.
Confirm with .⮕ The window Gift Card opens.
Scan the gift card or tap on [Enter Barcode] to enter the barcode manually.
Enter the barcode.
Confirm with . ⮕ You have paid the second part of the invoice with a gift card.
Pay Partial Amount with Customer Account
Swipe from right to left on the Account payment method.
Tap on .⮕ The Desired payment amount window opens.
Enter the amount that the customer would like to pay by customer account.
Confirm with .⮕ The Customer Account window opens.
Tap on [Next].⮕ You have paid the rest of the invoice with the customer account. ⮕ The payment process is completed.
View Mixed Payments in Sales History
All completed payment transactions (invoices) are displayed in the sales history.
Swipe from right to left over the amount in the basket header.
Tap on .⮕ The history view opens.
Tap on the invoice you want to view in the left pane. ⮕ All partial payments for this invoice are listed in the right-hand area under Payments.
Tap on a partial payment to view details of this payment.⮕ The Payment Transaction window opens. In this window, you can also print receipts for this partial payment by tapping on .