Terminal Payment

 

The Terminal Payment Method allows payments to be processed with EFTPOS devices configured with opuspay.

 

 

Press the Add Payment button.

 

On the Add Payment pop-up screen select Terminal Payment in the Payment Method selection list.

 

 

In the Device drop-down list select the EFTPOS machine you will use to process the payment.

 

 

The fields Customer, Amount and Payment Reference will be auto-populated from the details captured on the Invoice.

 

The Payment Date will be auto-populated with today's date.

 

Note: The Amount field will be auto-populated with the full Amount Owing. However, if you have offered your customer partial payments you can manually override it and enter the amount the customer has paid now. This will result in the Invoice status being Partially Paid. At a later date you can record further payments until the invoice is fully Paid.

 

 

Press Pay.

 

 

Under the tab Payment Transactions section of the invoice, the Status will show as PROCESSING.

 

 

Then your customer taps their card on the device and payment is approved.

 

 

In byondcloud refresh the invoice. Under Payment Transactions, the payment status has been updated to Approved.

 

 

 

The payment has been recorded, and the invoice now shows a status of Fully Paid. It also updated the Total Paid and Amount Owing fields.

 

 

You can view the transaction receipt entry with the green Receipts button. This will be covered in the View Receipts topic.

 

 

In a situation where there is an existing  payment being processed but the customer would like to change the Payment Method, the user has to select the Expire open payments exist checkbox.

 

For example, a customer spoke to staff about paying for the services with an Online Payment. The customer was sent a link to an online checkout page. In byondcloud this transaction was recorded as Processing until the customer actions it. However, the customer found themselves on site and would like to pay with a Terminal Payment instead. The staff can add a new payment as Terminal Payment but also has to check the Expire open payments exit box to cancel the Online Payment.

 

In byondcloud this will be recorded with a status of FAILED, as shown below.