The blue Payment Tab (3), accessible at the bottom of the Point Of Sale or by pressing the hotkey 3 when on the Point Of Sale homepage, allows users to access all necessary payment options in order to complete the Sale Order. Payment options include Cash, Credit, Debit, Check, Trade-in, Text2Pay, Use Deposit, Cash on Acct, and multiple other payment methods. The tab also allows users to create Quotes, or make Copies of the SO.
Note that once the Order is processed, the blue Payment (3) tab is renamed to Actions (3)
Also, after processing, there are limited functions in the Actions tab and only include Reprint, Reverse, Return, and Copy
The Sale Order will need to be reversed first before changes with Payments are made
How to add payment with Cash
Users can add payment with cash by clicking the cash button, or pressing C, on the Payment tab.
After clicking, a tab to add payment to sales order pops-up with cash selected as the payment method
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, amount tendered, and amount applied to transaction
Review the change due and then click apply payment or apply payment & process
How to add payment with Credit Card
Users can add payment with pre-saved Credit Cards by clicking the Credit Card button, or pressing R, on the Payment tab.
After clicking, a tab to Add Payment to a Sales Order pops-up with Credit as the selected payment method
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, customer card, option for store card, credit machine, and amount applied to transaction
Check the appropriate box if there is a card fee
After entering and reviewing all credit card information, press initiate payment, or initiate payment & process
If the credit card needs to be manually entered, click the Key-in Card button at the bottom of the pop-up menu
Once Initiate Payment is clicked, the Gravity Payments credit card portal will populate creating a card token, and credit card information will be securely stored within Gravity Payments if Store Cardwas selected
How to add payment with Keyed-in card
Users can add payment by manually entering a credit cardusing the Keyed-in Credit button, or by pressing K, on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up with Keyed-in Credit as the selected payment method
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, all credit card information, and amount applied to transaction
To save the credit card information to the customer’s records, select the Store Card box
The customer’s credit card information can now be seen on their customer dashboard
Check the appropriate box if there is a card fee
If a credit card machine is used, click the use machine button
After reviewing, click the initiate payment & process button
Once Initiate Payment is clicked, the Gravity Payments credit card portal will populate creating a card token, and credit card information will be securely stored within Gravity Payments if Store Cardwas selected
How to add payment with a Debit Card
Users can add payment using debit by clicking the Debit button, or by pressing D, on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up with debit as the payment method that is selected
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, credit machine, and amount applied to transaction
Check the appropriate box if there is a card fee
After reviewing, click the initiate payment & process button
How to add payment with Check
Users can add payment using check by clicking the Check button on the Payment tab
After clicking, a tab to Add Payment to Sales Order pops-up with check as the payment method that is selected
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
*NOTE* Flyntlok recommends entering the Check Number in the Reference Number field
After reviewing, click the Apply Payment, or initiate payment & process button
How to add payment with Trade-In
Users can add payment using Trade-In by clicking the Trade-In button on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up with Trade-In as the payment method that is selected
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, and mobile notification number
Also, fill in the trade item information such as the Make, Model, Serial Number, Location, Acquisition Type, Date Manufactured, Previous Machine, Trade-in value(Amount applied to transaction), and Overallowance
Overallowance is the margin between the trade in value and the actual cost of the machine
The True Value, displayed in the bottom left of this tab, will take into account the Trade-in Value, as well as the Overallowance
If there is a Payoff Amounton the Trade-Inmachine, i.g., if the customer has a lien remaining on the machine, then you can include the remaining balance owed in the Payoff Amount
Also, enter the name and relevant information of who the debt on that machine is owed to in the Pay To section
NOTE that the Payoff Amount will subtract from the value which the customer receives from trading in the machine on the Sale Order
Review all amounts listed at the bottom of the Trade-In Payment tabincluding the Net Trade Value to Customer, the Net Machine Cost, Payoff Liability, and the Overallowance Expense
After reviewing, click the Trade Machine, or Trade Machine & Process button
How to add payment with Text2Pay
Users can add payment using Text2Pay by clicking the Text2Pay button on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up with Text2Pay as the payment method that is selected
Fill the rest of the Text2Pay with the correct information such as the reference number, authorized user, mobile notification number, and either Contact Phone Number or pre-saved customer contact
After reviewing the Amount Applied to Transaction, click the Sent Text Message, or Send Text Message & Process button
A text, along with the displayed message, will be sent to the customer including the option to pay using an easy-to-use process on their mobile phone
How to add payment with Use Deposit
Users can add payment using a deposit by clicking the Use Deposit button on the Payment tab
After clicking, a tab to Add Payment to Sales Order pops-up with Use Deposit as the payment method that is selected
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
After reviewing, click the Apply Payment, or Apply Payment & Process button
How to add payment with Cash on Account
Users can add payment using Cash on Account by clicking the Cash on Account button on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up with Cash on Acct as the payment method that is selected
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, and Amount Applied to Transaction
After reviewing, click the Apply Payment, or Apply Payment & Process button
Other ways to add payment
Users can add other methods of payment by clicking the Other button on the Payment tab.
After clicking, a tab to Add Payment to Sales Order pops-up withouta preselected payment method
Use the tabdown menu below Payment Method to filter and choose the desired payment method
Fill the rest of the payment tab with the correct information such as the reference number, authorized user, mobile notification number, Amount Applied to Transaction and any other prompted payment information relevant to the chosen payment method
After reviewing, click the Apply Payment, or Apply Payment & Process button
Other payment methods include but are not limited to Outside Debit, ACH check, JD Financial, Bobcat/Doosan Financial, Sheffield, Element, JD Revolving, Vendor Credit, and Government.
How to create a Quote
Users can create quotes by clicking the Quote button on the Payment tab.
After clicking, a tab to Convert to Quote pops-up
Enter the correct expiration date and click Submit
After clicking Submit, the sales order will save as a quote
As a quote, the blue Payment (3) has changed to an Actions (3) tab and only allows limited features, such as Reprint, Modify Quote, Reject, Accept, and Copy
By clicking Modify Quote, the Quote will be converted back to a Sale Order
By clicking accept or reject, the quote will either convert back to an accepted SO or be marked as a rejected quote
NOTE that once the quote has been accepted, the Sale Ordercan-not be turned into a Quoteagain
How to Reprint a Sale Order
Users can Reprint aSales Order they wish to Reprintby following these steps:
Once when the Sale Order is in delivered status, open the Payment tab and click Reprint
Once Reprint is clicked, a tab will pop-up asking to either email or print the Sale Order
Click either of these two options to go to a new email or print page
How to Reverse a Sale Order
Users can Reverse aSales Order they wish to Reverse by following these steps:
Once when the Sale Order is in delivered status, open the Payment tab and click Reverse
Once Reverse is clicked, a notification will confirm, and the page will be redirected to the Reversed Sale Order
This new Sale Orderwill be changed to Draftstatus, ready to be edited and then pushed through again
How to create a Return
Users can create a new Return Order from the Sales Order they wish to make the Return Updated Trade-In from by following these steps:
Once when the Sale Order is in delivered status, open the Payment taband click Return
Choose what percentage the restock fee, if you are wanting to charge the customer a certain percentage for the return, and press Return to confirm
This will create a new return sales order, though with negative quantities, which means if inventory item, is returning to Quantity On Hand
Click the X on unwanted items' item lines to delete them off of the Return Order
Items and machines that are being sold to the customer can also be added to this Return Order, i.g., if parts or machines are being exchanged
Then, choose how to give payment to the customer in the Payment tab and then click the order button to complete the return
All items and machines from the machine automatically return to inventory
NOTE, check returned machines to make sure that their machine dashboards display the appropriate status, i.g., Down/Available/Sold
How to create a copy of a Sale Order
Users can create copies of a SO by clicking the Copy button on the Payment tab. After clicking, the page redirects to a copy of the Sale Order in a new page.
How to have a customer electronically sign an invoice?
Users can have their customers electronically sign an invoice by clicking the signature hub icon.
After clicking, use the search bar to look up and select the customer’s name to open the signature box
The customer can use the mouse, or other connected devices such as touch screens to sign their name
Click the Page Icon in the top right to open up the external Sales Order sheet
The bottom of the sheet will contain a signature on the Acceptance line