Overview of payment options in the POS

This article outlines the various payment options available in Flawless POS to enhance customer convenience and support flexible transactions.

For a visual walkthrough, please see our video tutorial: https://www.youtube.com/watch?v=jfEDh6qrsLk

Before You Start

1. Log in to the Flawless POS system with the necessary permissions.

2. Navigate to the Sale module on the Navigation Bar.

3. Ensure you’re familiar with creating sales. For guidance, see our article, Submitting a New Sale through the POS.

Payment Mode Terminologies

Credit Card

• Credit Card: Collect payments via terminal or manually enter card details.

• CC (Payment Link): Send a payment link to the customer’s email for secure payment processing.

Cash

• Cash: Used for in-store cash transactions, with an option to input change given to the customer.

Check

• Check: Process payment using a written check, with an option to add payment notes.

Wire

• Wire: Use for direct bank transfers, with an option to add notes for transaction details.

Gift Card

• Gift Card: Allows customers to pay with their gift card balance, either partially or fully.

Additional Payment Modes

• Donation, Due On Receipt, House Account, Customer Credit, Give Away, and Other: These options categorize transactions based on specific payment methods or promotions.

Procedure

Credit Card Payment

1. Select Credit Card.

2. Enter the payment amount on the number pad, then click Done.
   
   

3. Select the payment source:

   • Manual Card Entry – Enter the cardholder’s information, including name, card type, card number, expiration date, and CVV.
     
      

4. Click Submit Sales to complete the transaction.
   
    

CC (Payment Link)

1. Select CC (Payment Link).
   
   
   

2. Enter the payment amount and click Done.
   
    

3. Update customer contact if needed by selecting Update Contact Methods.
   
   

4. In the "Advanced" tab, you will find the customer's personal information, including their First and Last Name, Date of Birth, Gender, Contact Method, Address, and Other Relevant Details. You have the option to update this information as if needed.
   
   

5. In the “Account” tab, this is where you can find and update the payment information of the customer.
   
   

6. Choose one of the following options:

   • Wait for Payment Now – The system will remain in a pending state until payment is received.

   • Recipient Will Submit Payment Later – The system sends the payment link and exits.

7. Click OK to send the payment link.Refer to the photo below for a sample of what the payment link looks like.
   
    
   
   

Cash Payment

1. Select Cash.
   
   

2. Enter the payment amount and click Done.

3. Enter the amount of change to give back if the customer pays more than the total amount.

4. Click Submit Sales to proceed.
   
    
   
   

Check Payment

1. Select Check.
   
   

2. Enter the payment amount and click Done.

3. Add any relevant payment notes if necessary.
   
   

4. Click Submit Sales to confirm.
   
    
   
   

Wire Payment

1. Select Wire.
   
    

2. Enter the payment amount and click Done.
   
    

3. Optionally, add notes for the wire transfer. 

4. Click Submit Sales to finalize.
   
    
   
   

Gift Card Payment

1. Select Gift Card.

2. Turning off Only Selected Customer Giftcards option displays the list of all available gift cards regardless of the customer who currently has the gift card. You may tick this slider to instead display the gift cards which are available to the specific customer.

3. Select the gift card that you wish to use by clicking on the row. In this example we’ll be using the gift card 2097-0919637 located on the first row of the example. Another dialogue window will pop up confirming the usage of the selected gift card.
   
   

4. You can use additional payment methods if needed to cover the full amount.
   
    

5. Click Submit Sales to complete the order.
   
    

The remaining payment methods, including Donation, Due On Receipt, House Account, Customer Credit, Give Away, and Other, follow similar payment processes. These options primarily serve to categorize how the payment was made for specific sales transactions. 

Troubleshooting

If you encounter any issues while trying to use the different Payment Options in the POS, please reach out to  Flawless POS customer support for technical assistance.