Retail tender types are required for recording the payment type at point of sale. There are several types of tenders from integrated eftpos, integrated external services such as Laybuy.com, WeChat/AliPay and ePay Giftcards. Additional tender types can be added as General tenders for recording other payments, for example Online sales, Direct Credits, Mall vouchers etc.


Tenders can be maintained from:

  • 7 Administration
  • 5 Other Administration
  • 2 Maintain Tender Type


  • Select and maintain from existing list of tenders: Spacebar
  • Add a new tender: F3 Add


Hide your Cheque Tender

Follow the steps above to maintain tenders, then select Cheque from the list, tick HIDE bottom right, then F12 Accept Details to save the changes. This is a global setting, meaning this only needs to be done once.


Tender Fields

Name - Name of the tender type eg Cash, Cheque, EFTPOS, Credit Card etc.


Short Description - Description that appears on Till Summary Report, Transaction Details Report.


Select Code - This is the character which is used to select this tender type from the list of all tender types available when tendering at the POS screen. Suggested Select Codes: C Cash; Q Cheque; E Eftpos; V Visa.


Select Order - This is the listed order that the tender types appear when tendering at the POS.


Open Cash Drawer- If ticked, the cash drawer will open on every transaction when this tender type is selected. If unticked, the cash drawer will only on transaction of this tender type if change/cash needs to be given. If this is a Credit Card tender type you may want to use the 'Open cash drawer after signature' option instead.


Open cash drawer after signature - If ticked, the cash drawer will only open if the transaction required the customer to sign the receipt and the user to approve or decline the signature (Integrated Eftpos users only)


Transaction Fee ($ or %) - This is the transaction fee or percentage that will be applied to the transactions when this tender type is selected. This is normally used for Cheque, to apply a cheque banking fee (ie 0.30) or to charge a % for credit card transactions.


Notes - If desired, enter notes to appear at the bottom of the POS screen when this tender type is selected.


Type - This field dictates different handling operations, dependent on the tender type. Ie 'Cash' is used when 'F11 Tender Cash' is selected, 'Cheque' will ask for further details of cheque name, bank and branch; 'Eftpos' will give the additional prompt for Cash Out at the POS and activate the integrated pinpad if applicable; Vendor Gift Card is used when redeeming EziPay gift cards.  Other types are Internet Payments (WeChat & AliPay) & Buy now pay later (Laybuy.com).   

Press <spacebar> to make your selection. Use 'General' for things like Generic Voucher tender types and Direct Credit. When General is used an Account ID will need to be set up as below.


Account Id - This is the internal 'shop' account this tender type uses. Leave this field blank for 'Cash' and 'Eftpos' types. For all other types, either select the correct choice or set up a new Account. 

Press Spacebar and Enter to select an existing account

If the correct one is not displayed, press F3 Add to create one. Use the standard convention for naming shop accounts. eg *Shop*/Credit Card, *Shop*/Voucher, *Shop*/Direct Credit, *Shop*/Manual.

Then F12 Accept Details to add the new account


Setting up common tender types

List of commonly used tenders types and how they would  be configured.


Cash

Name / Short description: Cash

Select Code: C

Select Order:  This is the order that the tender types appear when tendering at the POS

Open cash Drawer: Ticked

Moto Type: None

Type: Cash

Account ID: Leave BLANK



Eftpos or Eftpos w Cash Out

Name / Short description: Eftpos

Select Code: E

Select Order:  This is the order that the tender types appear when tendering at the POS

Open cash Drawer: Unticked, if there is cash out with the transaction the drawer will open automatically

Type: EFTPOS

Electronic Tender: If the site has multiple electronic tender options (ie, Eftpos, Visa, Mastercard etc) their totals can be grouped/totalled together by setting this option on all of the electronic tender types

Account ID: Leave BLANK



Cheque

Please Note: as banks are no longer accepting Cheques, this tender can be hidden.

Tick  HIDE  bottom right corner, and F12 Accept Details to save.

Name / Short description: Cheque

Select Code: The key you must press to select the tender

Select Order:  This is the order that the tender types appear when tendering at the POS 

Open cash Drawer: Ticked

Transaction Fee ($ or %) -  You should enter $ or % in this field

Type: Cheque

Account ID: Leave BLANK



Credit Card

Can be used as a single option for all credit type functioning cards or created multiple times for specific card types. eg. Visa, Mastercard, Farmers, CRT, Hampster, Diners.

Name / Short description: Should be similar to the type of card they want to transact. Can be all inclusive option such as "Credit Cards

Select Code: The key you must press to select the tender

Select Order:  This is the order that the tender types appear when tendering at the POS

Open cash drawer after signature: Ticked

Type: Credit Card

Account ID: Required for each separate tender using Credit Card, must start with *shop*/



Gift Voucher

Note: This is for manually printed paper voucher, it should not be mixed up with Toniq managed vouchers.

Name / Short description: Gift Voucher

Select Code: G

Select Order:  This is the order that the tender types appear when tendering at the POS

Open cash drawer: Ticked

Type: General

Account ID: Required (*Shop*/GIFT VOUCHER)



MANUAL/TELEPHONE CC

Name / Short description:   Manual/Telephone CC

Select Code: M

Select Order:  This is the order that the tender types appear when tendering at the POS

MOTO Type: Single mail Order

Type: Credit Card

Account ID: *Shop*/Telephone CC