Banking & Settling
POS: Adjusting Credit Card Gratuities
NOTE: Please contact support@precisionpos.com to reqeust that your account be configured for online gratuity adjustments. This feature must be enabled before you can make any adjustments from your point-of-sale.
POS: Enabling NCA Fees (Non-Cash Adjustment)
Setup & Configuration You will need to enable NCA Fees in the back office. You may also opt to apply tax to the NCA fee here as well. Once you have selected and saved a percentage, your setup is complete. Please use the guide below for step-by-step ...
POS: Credit Card Refunds
To void/refund credit cards: First, go to View All Orders. To view all settled orders, select the Filter button. Scroll down to Advanced Options and then select View All Settled Orders. Locate the ticket that needs to be refunded, and select the ...
POS: Settling Ticket with Customer Credits
In This Article, We Will Discuss How to Settle Transactions Using Customer Credits Step 1: When settling a ticket/transaction, you will see Other Options Step 2: Select Store Credit Step 3: Enter in Phone Number for the Customer Account that has ...
POS: Refunding Same-Day Orders
How to Refund a POS Order that was placed the Same Day After logging in, select 'View All Orders' Go to the order and click the 3 lines Mark the order as 'Open' Highlight the order again Select 'Settle' In the bottom left corner, there is an option ...
POS: Closing a Staff Bank
Closing a staff bank is a very simple operation, and in many ways very similar to closing a cash drawer. 1) First, you need to open up the banking tab. To open it, you must tap the banking icon located at the top of the page. 2) Next, hit the STAFF ...
POS: Closing a Cash Drawer
PLEASE READ "OPENING A CASH DRAWER" FIRST 1) To close a cash drawer, start by tapping on the bank icon in the top bar. 2) Once on the banking page, hit ACTIVATE/CLOSE DRAWER. 3) In our previous example on "Opening a Cash Drawer", we started with ...
POS: Opening a Cash Drawer
Opening a drawer allows you to start accept payments on a station or tablet. This tutorial will give you the basics of starting a cash drawer. 1) After logging in to the home screen, tap the banking icon on the top bar. 2) Once in the banking menu, ...
POS: Paying with Multiple Credit Cards or Partial Card/Partial Cash
Split Credit Card Payment: In order to split a credit card payment between multiple credit cards, head to the settle screen. Step 1: At the settle screen, click and hold on the credit card icon and a keypad will appear. Step 2: Use the keypad to ...
POS: Settle Button Grayed Out
Settle Button Grayed Out A cash drawer must be active prior to settling an order. On the main home screen go to Banking --> Activate Drawer Once the drawer is activated the Settle button will be usable.