In this article:
Check out this video from our Abacus Front End Training Series:
Note that there is a new split payment workflow not shown in the video.
On the Point of Sale screen where there is an order, tap the PAY icon.
You will see a keypad with the different possible payment methods underneath.
For a cash payment, input the amount given by the customer and press the CASH button. The application will then show how much change you need to give the customer before completing the transaction.
Consider also using the Fast Pay option to finalise cash transactions even faster.
Credit Card Payment
For a credit card payment, you don’t need to enter an amount, just press the CREDIT CARD button.
If you have an integrated payment terminal, the amount owing will be automatically pushed to the payment terminal, and you'll need to swipe/tap that card to complete the payment
If you don't have an integrated payment terminal, you'll need to separately enter that payment amount into your payment terminal
Vouchers & Gift Cards
If the customer is paying with a voucher or a gift card generated by Abacus, this may contain a QR code to be scanned. See Paying with a Voucher/Gift Card under Automatically Generated Vouchers and Gift Cards.
If the customer is paying with a voucher that you have not created within Abacus:
1. Input the total value of the voucher and tap the VOUCHER button.
2. This will decrease the amount due.
3. Proceed with the remaining payment as per usual (cash, card, etc.).
Splitting the bill
Press the SPLIT PAYMENT button
Understand the type of split payment your customer wants:
A) Pay for each item separately (Split by Items).
B) Split the total evenly among customers (Split by Equal Portions).
C) Designate custom amounts for payment (Split by Custom Portion Amounts), e.g. For a $45 bill, one customer only has $20, whereas their friend has $25, so they are each paying a custom amount.
3. Follow the relevant steps below depending on which split payment type your customer is after.
Note: You don't need to get the whole group to pay at once; e.g. If one person from a group of friends has to leave early, they can pay first without forcing the rest of the group to pay immediately. You will still be able to hold the rest of the order.
A) Split by Items (Pay for each item separately)
Select the item(s) the first customer wants to pay for
Select their payment method
Select the item(s) that the second customer wishes to pay for
Select their payment method, and so on
Note: If you hold an order for a split payment by item, when an item has been paid for, that item's payment will be in its own individual invoice, and no longer associated with the rest of the order.
B) Split by Equal Portions
Go to Portion
Enter the number of customers that will be paying and press DONE
4. The bill will be evenly divided by the number entered
5. Take the first customer's payment and select their payment type
6. Repeat for the following customers
C) Split By Custom Portion Amounts
Go to Portion
Enter the denomination to be paid and press DONE
4. Abacus will calculate the remainder, which can be similarly split into further denominations
Holding split payments
If you hold the order after part of it is paid, it will display differently depending on the kind of split payment that was made:
If the payment was split by portion or split equally: you will see the paid and remaining amount instead of the total (in Abacus POS 2.8.16 and later).
If the payment was split by item: the paid item(s) will be shown in a separate invoice entirely and no longer display on the original order (in Abacus POS 2.8.100 and later).
Limitations of Splitting Payments with Vouchers & Gift Cards
If a gift card or voucher is applied before the payment is split, then the order can only be split by portion (equal portions or custom portion amounts) - it cannot be split by items.
If a gift card or voucher is applied after the payment is split, then the order can be split by item or by portion (equal portions or custom portion amounts).
Paying the bill with store credit
To pay using a store credit account, press OPTIONS and Credit Account. Select your account from the account list.
Each account has a Max Transaction Allowance, Max Credit Allowance and Balance. Max Transaction Allowance and Max Credit Allowance are both set in the backend.
If your bill exceeds the Max Transaction Allowance for your account, you cannot use that account to pay for this bill. The Max Credit Allowance defines how much your account can be overdrawn by (the maximum negative value your Balance can reach). The Balance is how much store credit you have.
If your Max Transaction Allowance or Max Credit Allowance display $0.00, it means those values are unlimited.
When you have selected your account, the staff will require the customer to tell them the correct password to proceed (the account password will be displayed to the staff only). If the password is correct, then tap Yes.
Press EMAIL RECEIPT and a window will pop up asking for the email address to send the receipt. Enter the email and press DONE. If you are completing a sale for a member with a registered email address, then you will not need to enter the email address when you choose to email them the receipt.
To complete the sale (transaction), press the COMPLETE SALE button, after which you will be redirected to the menu interface with a clear order. The sale will be recorded in the Order History screen.