Process payments with Point of Purchase

Introduction

Mastering Point-of-Purchase: A step-by-step guide to seamless payment processing

Learn different ways to accept payments at the Point of Purchase (POP) beyond just using cash or cards. This article provides a simple guide to explore various payment options for POP transactions. Follow the steps below to discover and use these new and innovative payment methods.

Table of Contents

How to Process Card Payment
How to Process Cash Payment
How to Process QR Payment
How to Process Gift Card Payment

How to Process Card Payment

Here's a guide on how to process card payments:

Step 1: Tap on Charge.



Step 2: Select Card as the payment method.

Note: Card payment requires proper setup of the Card Reader in the Point of Purchase (POP) system.



Step 3: Ask the customer to either insert their card or tap it.



Step 4: After payment confirmation, you'll see a "Successful Payment" message (unless declined). Customers can choose to receive a receipt via SMS, email, or physical print. If they prefer a digital copy, select their preference and click "Send." If they decline, tap on "No Thanks".



Step 5: Printing the bill and/or receipt is also an option. Simply click the dropdown arrow and select the appropriate box to print.

For handheld devices with built-in printers, the receipt will print directly from the device. (Poynt N910 & Poynt P5, P6).
For handheld devices connected to printers via a docking station, securely dock the device in the station connected to a printer via USB.
For handheld devices connected to printers via the network, ensure both the device and printer are on the same network.

How to Process Cash Payment

Here's how to process cash payments using the Point of Purchase (POP) system:

Step 1: Tap on Charge.



Step 2: Select Cash as a payment method.



Step 3: The total Amount Due is displayed at the top. You can either input the amount received or tap on "Easy Tender" to enter the amount the customer has tendered.



Step 4: Once entered, the customer's change will be displayed (if applicable). Customers can choose to receive a receipt via SMS, email, or physical print. If they prefer a digital copy, select their preference and click "Send." If not, tap on "No Thanks".



Step 5: Printing the bill and/or receipt is an option. Click the dropdown arrow and select the appropriate box to print.

For handheld devices with built-in printers, the receipt will print directly from the device. (Poynt N910 & Poynt P5, P6).
For handheld devices connected to printers via a docking station, the handheld device needs to be securely docked in the station connected to a printer via USB.
For handheld devices connected to printers via the network, ensure that the handheld device and the printer are associated with the same network.

How to Process QR Payment

QR Code payment is the third way of collecting payment using Point-of-Purchase (POP).

Step 1: Tap on Charge.



Step 2: Select QR Code as a payment method.

(Disclaimer: QR Code option will only be available if it has been enabled.)



Step 3: Request the customer to scan the QR Code shown on the screen and complete the payment flow. (Advise them to download a QR Scanner if they don't have one.)



Step 4: After scanning the QR Code, customers can proceed with payment by entering the card details on a secured browser payment portal. Upon confirmation, a “Payment Successful” message will appear on both screens unless declined.

How to Process Gift Card Payment

Note: Before using gift cards, ensure you have completed the integration with a gift card provider using the eatOS Dashboard Integrations Marketplace.

Step 1: Tap on Charge.



Step 2: Select Gift Card as a payment method.

(Note: the gift card option will only be accessible if the gift card provider integration is successfully completed)



Step 3: Enter the Gift Card number.

(Note: The card has to be valid and active for the payment to go through)



Step 4: Once the Gift Card has been validated, its balance will be shown (this is to give an idea of how much is still available on the card and if the full amount can be tendered). You will need to enter the Total Due amount and tap Apply Charge to Gift Card.



Step 5: Once done, you will see a Successful Payment message. Customers then have the option to get a copy of the receipt either via SMS, email or Physical Print Copy,. If you opt-in for a digital copy, select customer preference and click Send. If they opt not to receive, tap on No Thanks.



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Updated on: 05/31/2024