POS - Tender Payment

Cash

Card

Card Token

Hotel

Gift Certificate

Partial Payments

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Cash

Use this method of payment when a Guest would like to pay with Cash.

 

To Tender a Cash Payment

Step 1:

Review all sales for accuracy – check Gratuity, Discounts, and associated Resources

 

Step 2:

Select “Tender Payment"

 

Step 3:

The Payment screen will list available tenders, total amount due/owing, and payments applied

 

Step 4:

Select “Cash” as the payment method

 

Step 5:

The Tender screen will automatically populate the Amount Due, Tender Amount, and Change

 

Step 6:

Enter the Tender Amount you wish to apply – if you are tendering the exact amount, you may leave as is

 

Step 7:

Select “OK”

 

Step 8:

The invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print

 

Step 9:

Navigate back to the Payment screen, here you can see the payment applied and change due – at this point, you have completed a transaction!

 

Step 10:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction

Comp Tenders & Offline Tenders

These payment methods are essentially “dummy” cash tender types. Use the same method above to tender payment as a Comp or an Offline tender. 

 

Card

Use this method of payment when a Guest would like to pay with a Card on File.

 

To Tender a Card Payment

Step 1:

Review all sales for accuracy – check Gratuity, Discounts, and associated Resources

 

Step 2:

Select “Tender Payment”

 

Step 3:

The Payment screen will list available tenders, total amount due/owing, and payments applied

 

Step 4:

Select A Credit Card payment method - in this case, AMEX

 

Step 5:

The Tender screen will automatically populate the Amount Due, Tender Amount, and Change

 

Step 6:

Enter the Tender Amount you wish to apply – if you are tendering the exact amount, you may leave as is

 

Step 7:

Select “Card is Present” if the Guest can physically swipe/insert their card

Leave the checkbox blank if the cards needs to be punched into the credit card reader

 

Step 8:

Select “OK” – the Guest will follow the prompt on the designated Credit Card reader to complete

 

Step 9:

If the transaction was successful, the invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print

 

Step 10:

Navigate back to the Payment screen, here you can see the payment applied and change due – at this point, you have completed a transaction!

 

Step 11:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction

Credit/Debit Tenders

Available Card Tenders will vary depending on your system configuration. Common Tender names include Card and Credit Card. Select the appropriate Tender name according to your operations. 

 

Card Token

Use this method of payment when a Guest would like to pay with a Card on File.

 

To Tender a Card on File

Step 1:

Review all sales for accuracy – check Gratuity, Discounts, and associated Resources

 

Step 2:

Select “Tender Payment”

 

Step 3:

The Payment screen will list available tenders, total amount due/owing, and payments applied

 

Step 4:

Select “Card on File” as the payment method

 

Step 5:

The Tender screen will automatically populate the Amount Due, Tender Amount, and Change

 

Step 6:

Enter the Tender Amount you wish to apply – if you are tendering the exact amount, you may leave as is

 

Step 7:

Select the Card you wish to charge to from the drop-down list

 

Step 8:

Select “Use CC on File” – follow the prompt on the Credit Card reader to complete

 

Step 9:

If the transaction was successful, the invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print

 

Step 10:

Navigate back to the Payment screen, here you can see the payment applied and change due – at this point, you have completed a transaction!

 

Step 11:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction

 

 

Hotel

Use this method of payment when a Guest would like to transfer their charges to their Hotel Room.

 

To Tender Payment to a Hotel Interface

Step 1:

Review all sales for accuracy – check Gratuity, Discounts, and associated Resources

 

Step 2:

Select “Tender Payment”

 

Step 3:

The Payment screen will list available tenders, total amount due/owing, and payments applied

 

Step 4:

Select a Hotel payment method - in this case, "PMS8700"

 

Step 5:

The Tender screen will automatically populate the Amount Due, Tender Amount, and Change

 

Step 6:

Enter the Tender Amount you wish to apply – if you are tendering the exact amount, you may leave as is

 

Step 7:

Enter the Guest Account number and select the binoculars to search

 

Step 8:

Select the Guest name from the drop-down list if there is more than 1

 

Step 9:

Select “OK”

 

Step 10:

The invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print

 

Step 11:

Navigate back to the Payment screen, here you can see the payment applied and change due – at this point, you have transferred a charge to a Guest Hotel room!

 

Step 12:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction

 

 

Gift Certificate

Use this method of payment when a Guest would like to pay with a Gift Certificate.

 

To Tender a Gift Certificate payment

Step 1:

Review all sales for accuracy – check Gratuity, Discounts, and associated Resources

 

Step 2:

Select “Tender Payment”

 

Step 3:

The Payment screen will list available tenders, total amount due/owing, and payments applied

 

Step 4:

Select “Gift Card” as the payment method

 

Step 5:

Swipe or enter the Gift Certificate number within the Gift/Series Redemption field – click away from the box to populate the Balance Amount

 

Step 6:

The Tender screen will automatically populate the Amount Due and the full Gift Certificate value as the Tender Amount

 

Step 7:

If you would like to partially redeem the Gift Cerfiticate, enter the amount you would like to tender – if you are tendering the exact amount, you may leave as is

 

Step 8:

Select “OK”

 

Step 9:

The invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print

 

Step 10:

Navigate back to the Payment screen, here you can see the payment applied and change due – at this point, you have completed a transaction!

 

Step 11:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction

 

Guest can’t find their Gift Certificate?

Remember - you MUST have a Gift Certificate number in order to redeem. If a Guest cannot locate their Gift Certificate, search their Guest Management profile and look under Liabilities to quickly locate, resend, or print.

 

Redemption Tenders

Available redemption tenders will vary depending on your system configuration. Common Tender names include "Gift Certificate", "Gift Card", and "Redemption". 

 

Redeeming Activity-Specific 

You may redeem a Gift Certificate for ANY purchase, regardless of what you sold it as. This allows you the flexibility to interchange Activities for Activity-specific Gift Certificates. The system will only look at available balance once you enter the Gift Certificate number. 

 

Partial Payments

You may use any combination of payment methods previously discussed to tender payment until you have reached the full balance owing. 

The tender screen for each method allows you to enter the amount you would like to tender. 

Each payment you apply will be shown within the Payment Detail section.

• Use case 1: Let’s say a Guest would like to pay $100 with card and the rest with cash. Select the Credit Card tender and enter $100, then continue to tender the remaining balance with cash.

• Use case 2: Let’s say a Guest would like to pay with two cards. Select the Credit Card tender and enter half of the balance, then select Credit Card again and continue with the second card.

 

Quick Pay Reversals

Made a mistake? You can quickly remove payment applied for cash and redemption Tenders ONLY. 

Once you have applied a Cash or Gift Certificate tender, you will see the amount applied under the Payment Detail section.

Select the X next to the payment to REMOVE this payment.