Take payment and close

Goal

Record payment once and close order.

Before you begin

Payment safety

Confirm balance and tender before starting. Never enter full card data into notes or support requests. Your role needs Payment › create (tender.create). If the station shows Missing tender.create, follow Access you need.

1. Open order and verify total.
2. Select Pay. The Tender panel opens.
3. For cash, enter the amount received and select Cash; for card, select Card and follow the card reader prompts.
4. Wait for the final result on screen, for example Cash approved with the change to give back, or Card approved. If the station opens its cash drawer automatically, the result also says whether the drawer signal was sent.
5. When the balance is fully paid the station shows Check paid and closes the check. If Payment status unknown appears, do not charge again; select Reconcile now until the screen shows a final result.

Expected result

Approved tender appears and order balance is zero before closure.

Recovery

If a card outcome is uncertain, do not charge the card again. Follow Payment outcome uncertain.

• Payment status unknown: the card payment may have gone through. Do not charge the card again. Select Reconcile now. Take a new payment only if the result is a failure, for example Card declined. If the status stays unknown, keep the check open and call your manager.
• No card payment recorded yet. Retry with Card.: select Card again for the same payment. Do not use another payment type for it. If Payment status unknown shows again, select Reconcile now.
• Card declined or Card failed: the server gave a final result and the card was not charged. If a message shows under the result, read it. Take the payment again or use another tender.
• The station did not get the result of a cash payment: it loads the current check. If it finds the payment there, it shows Cash approved. If not, it shows Cash result unknown. Look at Balance due. If it did not change, select Cash again with the same amount. If it changed, the payment is recorded: do not take it again.
• The station shows a message from the server after a cash payment: the payment is not recorded. The station loads the current check. Look at Balance due before you try again.
• After any payment error, and when you select Close in Tender, the station loads the current check. If the payment closed the check, the station shows Check paid and returns to Open checks. If the check was removed, it shows This check no longer exists. and returns to Open checks.
• Check updated elsewhere: select Reload check. Look at Balance due before you pay: the other device may already have taken payment.
• Offline: the station queues a cash payment for the full balance and shows Offline: the cash drawer does not open automatically. Open it by hand. Wait for the connection for a part payment. If the station cannot queue the payment, it shows Tender failed. Look at Balance due before you try again.

Contact support if payment state remains unclear.