Once the sale has been confirmed, the system will bring you to the main page for payments. 

The payment can be sorted immediately after the sale or at a later stage, since oustanding amounts will be displayed in the Payment section of the user profile until the payment has been sorted or an operator manually removes the pending amount.


It is possible to include more items in the same payment transaction by clicking on Pay All or just select the desired items.

The items that have not been selected will remain on the list, waiting for a later payment.


Before proceeding with the payment you can amend accounting details through the white icon next to each row 

 

Editable details:

  • price
  • date of sale
  • payment due date
  • seller
  • enable web payment: the customer can pay via their E-Commerce account (useful for the payment of instalments).


If you have multiple points of sale you can select one from the drop-down menu in the Location field (see here how to set up a p.o.s.).

When you click on Pay Now, a new window will pop up.


To complete with the payment, select the payment method and click on  

before doing so, you can amend the following info

  • document number (untick the auto box first)
  • document date (untick the auto box first)
  • payment method (to add payments methods please refer to the manual)
  • tax 
  • holder
     
  • payer: if they holder is different from the payer, you can select a payer by typing their name in the Personal Info box under "Payer Details". If the payer doesn't have a user profile, their details can be added manually in the corresponding box. Let's imagine that x is going to attend to a swimming course for children but x is too young to pay for the course, so y will pay for it.

If x wants to take part in a tennis course as well, the system will suggest y as default payer (payer details can always be changed). 

  • notes (marked in red in the picture below): general notes are for internal use only, which means they won't be visible on the document issued after the purchase
  • document notes (marked in yellow in the picture): notes that will be visible on the receipt


For other payment options, please refer to the the corresponding manuals: