Processing Cash Payments - Supply Chain (v2.8)

If Micronet has been configured to allow cash sales during invoice creation, the Order Payments screen displays.

Technical Tip To allow cash sales, a debtor with the ID "CASH" must be set up in your Debtor master file, OR the debtor must be a Cash only debtor or an Account or Cash debtor, AND the Cash Sale field on the Debtor File Update screen - Extra tab must be set to Yes (see "File - Debtor - Extra"). In addition, the Allow Cash Sales to be Paid field on the Invoicing Configuration screen must be set to Yes (see "Edit - Program - Invoicing" Finally, the Order Payments screen will only be displayed where the order has already been saved as either a Slip or a Paperless Slip.

The payment types displayed – e.g. Cash, Cheque, EFTPOS, Visa, Mastercard, Amex, Direct Deposit, and Gift Voucher – are setup in your system parameters and can be changed to suit your requirements (refer to "Edit Company - Edit - Payment Types").

The Paid Previously field shows any previous payment details for this sale. The Min Amt Required field shows the minimum amount the customer must pay.

To process the cash payment:

1. Complete the steps in the process "Invoice Creation - File - Supply Chain (v2.8)".
2. When the Order Payments screen is displayed, enter the amount of the payment for this order in the This Payment field.

3. Enter the amount of the payment again – either against a single payment type or against a combination of payment types.

4. Complete the following additional steps if using any of the following payment methods:

• CASH – enter the full amount or enter more than the full amount for change to be given.
• CHEQUE – POS displays the Enter Banking Details screen. Enter the details then select the OK button.

• any card or EFTPOS - enter the full amount.

Technical Tip If the customer is paying by EFTPOS or credit card using Tyro, enter the payment amount as an EFTPOS payment type. If the customer wants cash out, increase the amount entered in the EFTPOS payment type field by the amount of cash out required. The cash out is indicated by the value in the Change field. If you just want to generate a cash out, then create a zero dollar invoice with a payment amount.

5. For account customers who are making a cash payment, you can select the Unallocated button if you don't want to allocate the payment against a specific invoice.
6. Select the Accept button.
7. Continue with the remaining steps under "Invoice Creation - File - Supply Chain (v2.8)".