The following video discusses processing payments using different available methods. The video explores the various payment types and the steps in taking a payment.
Payment Processing
Key Steps
Accessing Payment Screen:
Open the order that requires a payment.
Click on the "Take Payment" option.
Payment Methods:
Choose from credit card (live or offline), cash, check, or accounts receivable.
For credit card payments, enter the amount, cardholder name, last four digits of the card number, and card type.
For offline credit card payments, no validation is done.
For cash payments, enter the amount received.
For check payments, enter the amount, check number, and optional driver's license information.
For accounts receivable, select the option if applicable.
Additional Details:
Adjust the minimum deposit amount and percentage if needed.
Use shortcuts to quickly fill in the minimum deposit or balance amount.
Attach notes to payments for reference.
Completing Payment:
Process the payment based on the chosen method.
Verify payment approval.
Keep track of all payments made on the order.
Printing Payment Details:
After processing payments, consider printing the payment details for a comprehensive record.
Payment details provide a breakdown of all payments made on the order, including notes if added.
Cautionary Notes
Ensure accurate entry of payment details to avoid discrepancies.
Double-check payment approvals to prevent errors.
Maintain confidentiality and security when handling payment information.
Tips for Efficiency
Familiarize yourself with the different payment methods available.
Utilize shortcuts and features like minimum deposit adjustment for faster processing.
Regularly update payment settings and permissions as needed.
By following these steps, team members can efficiently process payments at Home Source Systems, ensuring accuracy and compliance with company procedures.