Navigation:  Getting Started > Your Company Setup Options > POSitive System Setup > Transactions > Tender tab

Tender Screen Always In Edit Mode - When completing an invoice the Tender screen will not fill in the tender amount when pressing the Enter key.

•If checked, you will be expected to enter the amount of tender from the keyboard.  This is especially useful if you typically handle cash transactions and are always making change.

•If unchecked, pressing Enter will fill in the exact amount of the invoice.  This is especially useful if the customer typically pays by check or charge card.  One extra keystroke is required for tendering payments in cash.

 

Do Not Prompt For Change When Redeeming Gift Certificates (Internal Tracking) - This option controls whether or not you will payout in cash if the full value of the certificate is not used.

•If unchecked, the unused value of the gift certificate will be refunded in cash (or you may select by check, or put on store account.)

•If checked, will not issue a refund. POSitive will automatically keep track of the Gift Certificate number and next time that number is presented, the new value of the gift certificate will be applied.

 

Some businesses issue gift certificate cards with a barcode or number on it.  Unlike a paper gift certificate, there is no value on the card per se, but POSitive will record and redeem the balance value.  (see Gift Certificates)

 

Require Driver's License For Checks - When payment is by check written for over a specified amount, you will be prompted to enter a driver's license.  

•The driver's license number will be retained in the customer or authorized buyer's file.  

•The next time a purchase is made by check, the driver's license number will be recalled.  You will only need to confirm that the Customer's ID is accurate.

Over - Driver's license information will only be needed if the amount of the check is over the amount specified here.

NOTE: Entered driver's license numbers are only displayed under Check Management. (See Checks Tendered)

 

 

Customer Name Required For Returns - If product is being returned this requires that you record the name and address of the customer making the return.

•If checked, you will have greater inventory control and will be able to provide the customer with more services.  For example, you will have the option of tendering the refund in cash, check, credit card, or store credit.  You will also have a fuller history for the customer and will be able to make better decisions about your services for the customer in the future.  

•PROS/CONS - This means a return invoice cannot be a Cash Sale invoice.  It MUST be created for a specific customer, by name.

•If unchecked, you can make returns on a Cash Sale invoice, but refunds will be by cash only, not by check nor store credit.  However, you may choose to change the Cash Sale invoice to a customer sale invoice and receive the benefits of requiring customer names on returns.

 

Customer Name Required When Tendering With Credit/Debit Cards - If the customer is making purchases by credit card, you can require that the invoice be a customer invoice rather than a Cash Sale invoice.

•If checked, you will be reminded that Cash Sale invoices cannot accept credit cards.  Your choice is to then convert the invoice to a customer sale, adding the customer to POSitive.

•PROS/CONS - You will be able to lookup credit card numbers.

•If unchecked, you will be able to complete transactions of Cash Sale invoices paid by credit card.  However, you will not be able to lookup  credit card numbers.

 

Do Not Prompt To Use Unused AR Credits When Tendering - A customer with store credits (monies due to the customer because of over payment or refunds) can usually be used in payment of current purchases.

•If unchecked, the value of the AR Credits will be displayed and useable for the transaction in part or in full.  

•If checked, POSitive will skip that step of invoicing.

 

Round To Nearest 5 Cents When Cash Tender - When a customer is paying with cash, the amount due will be rounded to the nearest 5 cents.  The difference will be reported to a GL account for tracking purposes.

A bit of trivia: Australia has no coin equivalent to the US penny.  Cheques and credit cards can be for any amount, but cash transactions must be paid to the nearest five cents. Example

 

•If checked, the tender screen will show and record the rounded amount due on the Cash entry.

 Rounding GL Account - The GL Account number to track adjustments in rounding.  

 

International Features

•Currency Symbol - select the monetary symbol of the local currency

•Tender Spellings - enter the local terms for Cash, Check, and Credit Card to be used on the Tender Screen.