Browser - Register: Checkout and Payment Processing

Overview

Checking out closes an open tab and takes payment. In Browser, clicking PAY brings up the Payment Mode window, where you confirm the amount, pick how the customer is paying, and choose whether to print a receipt.

NOTE: depending on how your facility is set up, one or two prompts can appear before Payment Mode — an event-selection prompt if the order can be tied to an event, or a voucher-redemption prompt if the customer has an eligible voucher. Answer those and you land on Payment Mode.

What it looks like

A green-bannered popup titled Payment Mode, with:

• A summary table (Sub Total, Tax Amount, Service Charge, Total Amount, Previously Paid Amount,

Pending Amount)

• An Amount to be Paid field
• A list of payment method options (radio buttons — see the separate Payment Methods article for

what each one is and does)

• Print Merchant Receipt and Print Customer Receipt checkboxes
• Ok and Close buttons

Steps

Step 1: With the order you're checking out open in the Register, click PAY.

Step 2: PAY is blocked (a warning message appears instead of the payment window) if no order is

selected, if the order's total is negative, or if the order is empty — no items, tee bookings, vouchers, tips, membership charges, or event lines on it.

Step 1: The Payment Mode window opens showing the order summary and an Amount to be Paid field.

This field starts filled in with the full Pending Amount — the amount still owed on this order.

• You can lower this amount to take a partial payment. The field will not accept an amount of

$0 or less, or more than the Pending Amount — if you try, an error message appears ("Amount must be greater than 0 and not exceed pending amount") and Ok stays disabled.

Step 1: Choose a payment method from the list of radio buttons.

Step 2: NOTE: the payment methods offered here are set per facility (which tenders are enabled,

and any custom payment types) — the exact list will differ from course to course. See the Payment Methods article for what each option is and how it behaves.

Step 1: Check or uncheck Print Merchant Receipt and Print Customer Receipt as needed.

Step 2: Click Ok.

Step 3: Ok is blocked if the amount is invalid (see step 2), if no payment method is selected

("Please select valid payment type"), or — only when you have ticked Charity Contribution and Checking is the selected payment method — because charity contributions can't be combined with a check payment. (Merely having the Charity Contribution option available at your facility does not block anything — you have to have ticked it.)

• Once Ok succeeds, the Payment Mode window closes and a second window opens for the tender

you picked (for example, a cash-tendered screen for Cash, or a card-entry screen for Credit/Debit). That follow-up screen is where the payment is actually captured — completing it is what finishes the sale.

Step 1: To back out without paying, click Close instead. This closes the Payment Mode window and

returns you to the order — nothing is charged and nothing on the order is changed.

Common Questions

Can I take less than the full amount owed?

Yes. Lower the Amount to be Paid field before choosing a payment method — as long as it's more than $0 and no more than the Pending Amount.

Why is Ok greyed out?

Because the Amount to be Paid is invalid — zero, blank, or more than the pending amount. That is the only thing that greys the button out. If you click Ok without picking a payment method, the button still works; you'll get a "Please select valid payment type" message instead.

What happens after I click Ok?

A second window opens for the specific payment method you picked — that's where you actually capture the payment (cash tendered, card details, membership ID, etc.). Clicking Ok on the Payment Mode window does not, by itself, charge anything.

Does Close undo anything?

No. Close just closes the window. It never charged anything, so there's nothing to undo.