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How do I add a Payment to a Sale?

To add a Payment to a Sale, either create a new Sale or edit a Sale

Payments can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?


Payments in a Sale are listed in the 'Payments' section

Click Add Payment to add a new Payment 



The payment amount can be left as is or overridden if needed


Choose a payment method from the following:

Payment MethodDescription

Cash

To add a Cash payment, enter the cash amount received and click the Cash button

Any change to be given will be displayed


Stripe
To process Stripe Payments in-store, please connect your Stripe account (see How do I connect Ovatu with my Stripe account?

To add a Stripe Payment, enter the required amount and click Stripe

Stripe allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?
Square
To process Square Payments in-store, please connect your Square account (see How do I connect my Square account?)

To add a Square Payment, enter the required amount and click Square 

Square allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?

The Square card reader can be used via the iOS or Android apps


Custom

To add a Custom payment method, click + Add

Enter in the name of your desired payment method eg 'Credit Card', and click OK

Customer Credit

If the Customer has available Customer Credit, this will appear on the Customer Credit button

To add a Customer Credit payment, enter the required amount and click Customer Credit
Stored Credit Card
It's possible to charge stored credit cards

Click Stored Credit Card button, then select the stored card you wish to charge

For information about enabling and using stored credit cards, see How do I store and charge customer credit cards?

Gift Card

To pay for a Sale with a Gift Card the Customer must have a valid Gift Card on file, see How do I sell a Gift Card?

To add a Gift Card payment, enter the required amount and click Gift Card


A list of Gift Cards assigned to this Customer will appear, click Pay against the required gift card

Alternatively, it is possible to use the Search field to search for and pay with a different Customer's Gift Card, or a Gift Card in the system which is unassigned to a Customer

Loyalty Points

If a Customer has accumulated Loyalty Points, these will appear on the Loyalty Points button

To add a Loyalty Points payment, enter the required amount and click Loyalty Points 

To add a Payment to a Sale, first Create a new Sale or edit an existing Sale

Payments can also be added to Sales in the Checkout screen ( How do I checkout a Reservation?)


Add a Payment by scrolling down to the PAYMENTS section in the Edit Sale box, and tapping + Add Payment (the payment amount can be overridden if required):


Choose a payment method from the following:

Payment MethodDescription

Cash

To add a Cash payment, enter the cash amount received and tap the Cash button

Any change to be given will be displayed in the Change Due popup

Tap Done 

Select Yes, Close from the Save & Close Sale popup

Stripe
To process Stripe Payments in-store, please connect your Stripe account (see How do I connect my Stripe account?)

To add a Stripe Payment, enter the required amount and click Stripe

Stripe allows you to charge a credit card by manually entering the details, store a credit card for later use, or charge a stored credit card
For more information, see How do I store and charge customer credit cards?

PayPal Here

To process PayPal Here payments, please connect your PayPal Here reader (See How do I connect my PayPal Here card reader?)

To add a PayPal Here payment, enter the required amount and tap PayPal Here 

Tap or swipe the card when ready, and follow the prompts

Square
To process Square payments, please connect your Square reader (See How do I connect my Square account?

To add a Square payment, enter the required amount and tap Square, then follow the prompts.
iZettle
To process iZettle payments, please connect your iZettle reader (See How do I connect my iZettle card reader?)
To add a iZettle payment, enter the required amount and tap iZettle
Follow the prompts
Sum Up

To process Sum Up payments, please connect your Sum Up reader (See How do I connect my Sum Up card reader?)
To add a Sum Up payment, enter the required amount and tap Sum Up
Saved Card
It's possible to charge stored credit cards

Click Saved Card button, then select the stored card you wish to charge

For information about enabling and using stored credit cards, see How do I store and charge customer credit cards?

Customer Credit

If the Customer has available Customer Credit, this will appear on the Customer Credit button To add a Customer Credit payment, enter the required amount and click Customer Credit Click Close Sale to close the Sale or Continue Editing to return to the open Sale

Gift Card

To pay for a Sale with a Gift Card the Customer must have a valid Gift Card on file, see How do I sell a Gift Card? To add a Gift Card payment, enter the required amount and tap Pay 
A list of Gift Cards assigned to this Customer will appear, tap directly on the relevant card
Alternatively, it is possible to use the Search field to search for and pay with a different Customer's Gift Card, or a Gift Card in the system which is unassigned to a Customer
Select Yes, Close from the Save & Close Sale popup

Loyalty Points

If a Customer has accumulated Loyalty Points, these will appear on the Loyalty Points button. To add a Loyalty Points payment, enter the required amount and tap Loyalty Points 

Select Yes, Close from the Save & Close Sale popup
Custom
To add a Custom payment method, click + Add Enter in the name of your desired payment method eg 'Credit Card', and click OK

Card Setup

Tap here to connect a card reader.
See: What hardware does Ovatu support?


Alternatively, tap directly on one of the Shortcut payment options displayed in the PAYMENTS section in the right-hand screen (iPad only):


Once a payment has been made, you can choose to:

  • Email Customer (set to enabled by default) with a Sales Invoice
  • Print Receipt (only available if you have previously connected a receipt printer)*
  • Open Cash Drawer (only available if you have previously connected a cash drawer)*

*see How do I connect my Star mPOP unit?

Make your selection and tap Close

To add a Payment to a Sale, first Create a new Sale or edit an existing Sale


Payments can also be added to Sales in the Checkout screen ( How do I checkout a Reservation?)


Add a payment by tapping the green + icon > Add Payment


The Amount field will be pre-filled with the outstanding Sale amount but can be overridden


Select a payment method from the Add Payment box:


OR


On the right-hand side of the Sale screen, scroll down to the Payments Short Cut buttons in the Payments section:


Payment MethodDescription

Cash

To add a Cash payment, enter the cash amount received and tap the Cash button

The system will ask Are you ready to save and close this sale? 

Tap YES, CLOSE > CLOSE

Stripe



To process Stripe Payments in-store, please connect your Stripe account (see How do I connect my Stripe account?

Enter the required amount and tap Stripe

Tap Charge Saved Card
OR
Enter Card Details then tap the card on the reader when ready

PayPal Here

To process PayPal Here payments, please connect your PayPal Here card reader (See How do I connect my PayPal Here card reader?)

To add a PayPal Here payment, enter the required amount and tap PayPal Here

Tap or swipe the card when ready

Square


To process Square payments, please connect your Square reader (See How do I connect my Square card reader?

To add a Square payment, enter the required amount and tap Square

Tap the card on the reader when ready

Customer Credit

If the Customer has available Customer Credit, this will appear on the Customer Credit button

To add a Customer Credit payment, tap the Customer Credit button > YES, CLOSE to close the sale 
OR
Customer Credit button > NO to return to the open sale

Gift Card

To pay for a Sale with a Gift Card the Customer must have a valid Gift Card on file, see How do I sell a Gift Card? 

To add a Gift Card payment, tap on the Gift Card button and tap the relevant card from the the Select Gift Card box

Tap YES, CLOSE to close the sale or NO to return to the open sale
 

Loyalty Points

If a Customer has accumulated Loyalty Points, these will appear on the Loyalty Points button. To add a Loyalty Points payment, tap the Loyalty Points button

If the customer has accrued enough points to pay for the sale fully, just tap PAY
OR
Edit the amount accordingly, tap PAY and return to the open sale to proceed with the remaining payment

Custom



To add a Custom payment method, tap on the green Add + button, enter in the name of your desired payment in the Custom Payment box (eg 'Payment Terminal', 'Credit Card'), and tap OK

PLEASE NOTE: Once created, a Custom Payment can not be edited or removed. If not used for 30 consecutive days, the Custom Payment will disappear from the system



When closing a Sale you can select whether or not you would like to send a Your Recent Sale notification/receipt email to your Customer, by checking/un-checking the Send Email box


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