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Creating a prepayment

 

 

Once you've added all of the items you want to sell to a transaction, it's time to take payment.

  1. You can select a tender type (the default tender type can be set in your CSA settings).
  2. Most tender types are very straightforward. You select the type and enter the amount in the field to the right.
  3. CSA gift certificates are special and must be validated by scanning the code you sold them under. This will validate the gift certificate and let you select the amount to use.
  4. If a contact has store credit or prepayment that may be used on this transaction, you can select their store credit from the drop menu.
  5. If the customer is paying with cash, you can click a QUICK CASH TENDER button to change the tenderd type to cash and enter the dollar amount you selected. CSA tries to guess common denominations your customer may be giving you.
  6. Split tender is allowed. Entering an amount less than the total due will result in a split tender, and you'll be prompted to enter another tender until you've tendered the full amount due.

 

 

 

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