Payment / Top Up Operation

Description

Used to make Payments / Top Ups into a Customer/Member's Account at the SwiftPOS Touch terminal. This feature processes Payments / Top Ups immediately in the SwiftPOS Back Office using NetPOS.Net, resulting in Account balances being updated immediately.

To Be Considered

If required, restricting access to this POS Key can be managed by Clerk Security.

Pre-Requisites

Ensure the Finalise Payment / Top Up POS Key is added to the appropriate Layout using the Keyboard Designer.

Operation

Make a Payment / Top Up to a Customer/Member's Account

At the SwiftPOS Touch terminal, enter the number of an existing Customer/Member.
Select the Customer POS Key. The Customer/Member's Name will appear in the sales grid. The Customer/Member's details displayed in the sales grid can be controlled here.
Select the Payment / Top Up POS Key.
The Live Payments screen is displayed.

The Live Charge screen is used to charge the full/partial sale to any one of a Customer/Member's Accounts.

Keyboard Icon - Select to enter the amount to be paid into the selected account.
Clear - Select to clear the amount paid into the selected account.

Note : Multiple accounts can be charged to by selecting the Use button for each account or by using the Auto Charge button.

Select the keyboard icon opposite the Account(s) to be Topped Up.
When the numeric keypad is displayed, enter the Payment amount.
Repeat for any other Accounts.
Select OK.
The total amount to be paid should appear in the sales grid.
Finalise the Payment.

Clear a Payment / Top Up

Make a Payment / Top Up as per above.
Once the Payment / Top Up is displayed in the sales grid, select it.
Select the Clear Item POS Key.
The Payment / Top Up will be cleared and the sale's Subtotal adjusted appropriately.

Payment / Top Up POS Key Settings

Main Settings

This screen is accessed from here.

Available Interfaces - Select from the drop down list the required Interface. Note : If no interface is selected, the default used will be the interface which is set as Default in NetPOS.Net.
Set/Change Selected Interface - Select to select the interface selected above and set the Type and Instance.
Selected Interface Type - Displays the Type selected.
Selected Interface Instance - Displays the Instance selected.
Options - Select one of the following:

Select at Touch - Select to ensure the Live Charge screen is displayed.
First Cash Account - Select to automatically charge to accounts. The Live Charge screen will not be displayed.
First Points Account - Select to automatically redeem points. The Live Charge screen will not be displayed.

OK - Select to save any changes and exit.
Cancel - Select to exit without saving.

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