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How to Ring in AR Transactions

In this tutorial, you will learn how ring in AR transactions (charge to account, make payments to account).

Charge to Account

  1. Enter Customer Name into Shopping Cart
  2. Enter Sales Items into Shopping Cart
  3. Click Pay to open Payment Screen
  4. Click Account
    Screen Shot 2014-11-24 at 12.05.25 PM
  5. Click Post to finish account charge.

Make Payment to Account using Cash

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click Pay to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.05.30 PM
  4. Select a Payment type Cash
    Screen Shot 2014-11-24 at 12.05.36 PM
  5. Enter Payment Amount or
  6. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.05.41 PM
  7. Click Post

Make Payment to Account using Check

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click OK to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.05.48 PM
  4. Select a Payment type Check
    Screen Shot 2014-11-24 at 12.05.54 PM
  5. Enter Payment Amount or
  6. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.06.01 PM
  7. Click Post
  8. Enter check number in the Check tender Note
    Screen Shot 2014-11-24 at 12.06.06 PM
  9. Click OK

Make Payment to Account using Gift Card

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click OK to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.06.12 PM
  4. Select a Payment type Gift Card
    Screen Shot 2014-11-24 at 12.06.19 PM
  5. Swipe Gift Card
  6. Enter Payment Amount or
  7. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.06.25 PM
  8. Click Process Card
  9. Swipe Card
  10. Click Post
  11. Click OK

Make Payment to Account using Credit Card

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click OK to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.06.31 PM
  4. Select a Payment type Terminal Under Card Processing
    Screen Shot 2014-11-24 at 12.06.37 PM
  5. Enter Payment Amount or
  6. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.06.42 PM
  7. Click Process Card
    Screen Shot 2014-11-24 at 12.07.11 PM
  8. Swipe Card
  9. Click Post
  10. Click OK

Make Payment to Account using Manual Credit Card

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click OK to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.06.54 PM
  4. Select a Payment type Manual under Card Processing
    Screen Shot 2014-11-24 at 12.06.59 PM
  5. Enter Payment Amount or
  6. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.07.05 PM
  7. Click Process Card
    Screen Shot 2014-11-24 at 12.07.11 PM
  8. Enter Credit card number and expiration date by clicking on the ellipsis
    Screen Shot 2014-11-24 at 12.07.16 PM
  9. Enter Card number click ENT
    Screen Shot 2014-11-24 at 12.07.22 PM
  10. Enter Expiration number click ENT
    Screen Shot 2014-11-24 at 12.07.28 PM
  11. Click Authorize
    Screen Shot 2014-11-24 at 12.07.33 PM
  12. Click Post
  13. Click OK

Make Payment to Account using Credit Card on File

  1. Enter Customer Name into Shopping Cart
  2. With NO items in the shopping cart, click OK to open Payment Screen
  3. Click AR Payment
    Screen Shot 2014-11-24 at 12.07.39 PM
  4. Select a Payment type Card On File under Card Processing
    Screen Shot 2014-11-24 at 12.07.44 PM
  5. Enter Payment Amount or
  6. Click Pay In Full to pay full balance of account
    Screen Shot 2014-11-24 at 12.07.49 PM
  7. Click Process Card
    Screen Shot 2014-11-24 at 12.07.55 PM
  8. Click Post
  9. Click OK
Support categories

User guide

Barcode scanners
Credit card swipes
Personal data terminal
Pole display
Printers
Touch screens
Accounts receivable and billing
Awards, credits, gift certificates, misc.
Food and beverage
Inventory management
Sales items
Shopping cart