Taking Order Payments

From FloristWiki

Contents 1 In Point of Sale 2 In Order Entry 3 Debit Card Payments 4 Gift Cards 5 Redeeming Gift Certificates 6 Redeeming Coupons

After a customer has placed their order, you need to take their payment. Regardless of the order type, the process is the same.

In Point of Sale

To take an order payment in Point of Sale:

1. With the order open in Point of Sale, click Payment. The Payments window opens.
2. From the Referral Code list, select the referral code for the order.
3. In the Payments grid, in the Type column, select the payment type.
   • For credit card transactions:
     1. Swipe the credit card, or in the Account Number column, enter the account or card number.
     2. Fill in the Exp Date and Name columns.
     3. Enter the amount you are tendering in the Tendered column.
   • For cash, check, and gift certificate transactions:
     1. In the Tendered column, enter the amount tendered.
     2. For Canadian Point of Sale systems, select whether the payment currency is in U.S. or Canadian funds. If you select U.S. funds, the amount tendered will be converted to Canadian dollars using the local exchange rate in Mercury Administration and the indicator will change to Canadian funds.
     3. If change is due to the customer, the Change Due field displays the amount of change due to the customer. Customers cannot receive cash back on credit card or house charge transactions.
   • For gift card payments:
     1. Swipe the gift card or enter the gift card number in the Account field.
     2. If the card is active, a window opens displaying the balance and expiration date. Close this window.
     3. If there is sufficient balance on the gift card for the payment, the row in the payment grid will display the full amount of the transaction in the Gift Card row. If there is not sufficient balance, the amount from the gift card will display in the Tendered column in the Gift Card row. You will need to add an additional payment for the transaction.
4. Click Complete to complete the sale, or click Save to save the payment information and return to the Point of Sale window. Once the sale is complete, a customer receipt prints out. If you are processing a credit card or a payment from a house account, two additional receipts print out with signature lines. The customer should sign the store copy and keep the other copy.
5. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

IMPORTANT: If the credit card was declined, neither the invoice nor the receipt will print. Instead, you will receive an on-screen message letting you know and allowing you to enter a different credit card or payment method.

You can also click Reprint Receipt to print another copy of the receipt, or click New Order to return to the Point of Sale window.

NOTE: If you save or complete a payment made with a credit card, if you view the payment information again, only the last four digits of the credit card are displayed for security purposes.

In Order Entry

1. With the order open in Order Entry, click Payment. The Payments window opens.
2. From the Referral Code list, select the referral code for the order.
3. In the Payments grid, in the Type column, select the payment type.
   • For credit card transactions:
     1. In the Account Number column, enter the account or card number.
     2. Fill in the Exp Date and Name columns.
     3. Enter the amount you are tendering in the Amount column.
     4. Select the appropriate value from the Cardholder Present list.
   • For gift card payments:
     1. Enter the gift card number in the Account field.
     2. If the card is active, a window opens displaying the balance and expiration date. Close this window.
     3. If there is sufficient balance on the gift card for the payment, the row in the payment grid will display the full amount of the transaction in the Gift Card row. If there is not sufficient balance, the amount from the gift card will display in the Amount column in the Gift Card row. You will need to add an additional payment for the transaction.
4. Click Complete to complete the sale, or click Save to save the payment information and return to the Order Entry window.
5. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

IMPORTANT: If the credit card was declined, the invoice will not print. Instead, you will receive an on-screen message letting you know and allowing you to enter a different credit card or payment method.

NOTE: If you save or complete a payment made with a credit card, if you view the payment information again, only the last four digits of the credit card are displayed for security purposes.

Debit Card Payments

In both the United States and Canada, a payment type called Debit is available. For U.S. shops, FTD Mercury does not authorize debit cards, but you can use this payment type for externally authorized payments (through a debit authorization device). You can then enter the account/card number and the authorization number so these payments are tracked in reports. For Canadian shops, if you are using Point of Sale and are licensed for debit cards, FTD Mercury does the processing. For more information, see Debit Cards.

Because FTD Mercury does not attempt to authorize this payment type, you can also use it for other previously authorized or settled payments. These will also appear in the reports as debit type payments.

Gift Cards

For details, please see Gift Cards.

Redeeming Gift Certificates

To redeem a gift certificate in Order Entry or Point of Sale:

1. Take the customer’s order as normal.
2. On the Payment screen, tender the sale as usual. In the Payment Type list, select Gift Certificate.

Redeeming Coupons

When a customer presents a coupon for redemption, you handle it just like any other product in FTD Mercury. You can either enter the product code manually, or select the coupon by performing a product search. Additionally, if you are using Point of Sale, you can scan the bar code on the coupon (if present), as long as the coupon bar code was associated with the coupon when the coupon was created as a product.

IMPORTANT: Coupons are automatically interpreted as a negative value in the Point of Sale and Order Entry windows; you do not need to select the (-) column to indicate a negative value.