Payment Type Overview on SkyTab POS

Description: When completing a transaction, you are prompted to select the payment type being used. The options available for processing transactions are Cash, Check, Credit, Gift Card, and Gift Certificate. You can create Custom Tender Types as an additional way to process transactions. Specifically, the following tender type workflows are reviewed:

• Cash
• Check
• Credit
• Gift Card
• Gift Certificate
• House Account
• Walk Out
• Custom Tender Types

For additional information, visit the Processing a Transaction on SkyTab POS article.

---

Cash

To pay with cash for a transaction, select the Cash tender option on the Payment Screen:

1. Enter the amount of cash presented using either the number pad or use Fast Cash.
2. Press the green Cash button beneath the number pad.
3. The Payment Confirmation dialog box displays the following:
   • The amount for the cash tendered
   • Cash change to be returned to the customer (if applicable)
4. Press Done to confirm the payment or Cancel to cancel it.

Check

To pay with a check, select the Check tender option on the Payment Screen:

1. Enter the amount on the check using the number pad, and press Check.
2. The Payment Confirmation dialog box displays the following:
   • Order Remaining: Amount needed to fully pay the ticket
   • Tender Total: Amount of the check payment
   • Tip: Auto-calculate the tip left based on the overage amount entered
   • New Total: Adjusted payment amount accounting for any entered tip
   • Change: Change due to the customer if the payment exceeds the total
   • Check Ref No: Allows you to enter a unique identifier from the check
3. Press Done to confirm the payment or Cancel to cancel the payment.

Credit

To pay with a credit card, select the Credit tender option on the Payment Screen:

1. The system prompts for the CC number, either:
   • Swipe the customer's credit card on the PAX SP30 PIN Pad
   • Manually enter the credit card information via the PAX SP30 PIN Pad
2. The payment will process and apply to the order upon completion.

Additional Options

Force Authorization (post-authorization) is the process by which a voice-authorized transaction is key-entered to be settled electronically with a batch of transactions):

• The credit card information can be entered using the keyboard
• You need the Authorization Code to verify that the sale is fully authorized

Authorization code is the response code directly from the issuing bank returned to the merchant at the time of authorization/sale. This code is usually 6 or 7 digit number and is recorded either by the point of sale terminal or software, as well as printed on any receipt or sales draft.

Gift Card

Select the Gift Card tender option on the Payment Screen to pay with a gift card for a transaction. Enter the amount to be paid using the number pad, and either swipe the customer’s gift card on the MSR or type the card information using the Manual Entry dialog to the right of the number pad, and select Process.

For a customer to pay with a gift card, you must first be able to issue a gift card and load a balance onto it. In addition, having the ability to check the gift card balance will allow for streamlining the payment process.

Issue a Gift Card

1. Open the Gift Card menu by pressing the Gift Card button at the bottom of the Order Entry screen.
2. Select Issue Gift Card from the dropdown.
3. Enter the amount to be loaded onto the card, then swipe or manually enter the gift card information.
4. Press the Issue button to commit the selection.

Check the Gift Card Balance

1. Open the Gift Card menu by pressing the Gift Card button at the bottom of the Order Entry screen.
2. Select Check Balance from the dropdown.
3. Swipe the gift card on the terminal to view the available balance.

Gift Certificate

We do not supply gift certificates, but you can utilize your own to process transactions on the POS. To pay with a gift certificate, select the Gift Certificate tender on the Payment Screen:

1. Enter the amount for the payment using the number pad.
2. Press the blue Gift Certificate button beneath the number pad.
3. The Payment Confirmation dialog box will display the following:
   • Order Remaining: the amount that is needed to fully pay out the ticket
   • Tender Total: the amount of the Gift Certificate payment
   • Tip: auto-calculate the tip left based on the overage amount entered
   • New Total: adjusted payment amount accounting for any entered tip
   • Change: the change due to the customer if the payment exceeds the total
   • Gift Certificate Ref No: enter a unique identifier for the Gift Certificate
4. Press Done to confirm the payment, or Cancel to cancel the payment.

House Account

For House Account tender type, you will need to assign the customer from the customer database to the ticket by pressing the   button on the Order screen. To pay with House Account, select the House Account tender on the Payment Screen:

1. Enter the amount for the payment using the number pad.
2. Press the blue House Account button beneath the number pad.
3. The payment confirmation dialog box will display the following:
   • Order Remaining: the amount that is needed to fully pay out the ticket
   • Tender Total: the amount of the House Account payment
   • Tip: auto-calculate the tip left based on the overage amount entered
   • New Total: adjusted payment amount accounting for any entered tip
   • Change: the change due to the customer if the payment exceeds the total
   • House Account Certificate Ref No: enter a unique identifier for the House Account
4. Press Done to confirm the payment, or Cancel to cancel the payment.

Walk Out

To pay with a Walk, select the Walk Out tender option on the Payment Screen:

1. Enter the amount for the payment using the number pad.
2. Press the blue Walk Out button beneath the number pad.
3. The payment confirmation dialog box will display the following:
   • Order Remaining: the amount that is needed to fully pay out the ticket
   • Tender Total: the amount of the Walk Out payment
   • Tip: auto-calculate the tip left based on the overage amount entered
   • New Total: adjusted payment amount accounting for any entered tip
   • Change: the change due to the customer if the payment exceeds the total
   • Walk Out Certificate Ref No: enter a unique identifier for the Walk Out
4. Press Done to confirm the payment, or Cancel to cancel the payment.

Custom Tender Types

Custom Tenders are tender types you can create yourself within the Payment Settings. To pay with a custom tender, select the Custom Tender Type Name on the Payment Screen:

1. Enter the amount of the payment using the number pad.
2. Press the blue button beneath the number pad.
3. The Payment Confirmation dialog box will display the following:
   • Order Remaining: the amount that is needed to fully pay out the ticket
   • Tender Total: the amount of the payment
   • Tip: auto-calculate the tip left based on the overage amount entered
   • New Total: adjusted payment amount accounting for any entered tip
   • Change: the change due to the customer if the payment exceeds the total
   • Check Ref No: enter a unique identifier from the custom tender type
4. Press Done to confirm the payment, or Cancel to cancel the payment.