Payment Methods in Zoho POS Windows and Mobile Application

Payment methods created in the web app will be available in the Windows and the mobile app. A sales order can be split into different types of payments, which can be recorded in the Windows and the mobile app.

To process payments in the Windows Application

Select the type of payment method once all the items and the information about the customers are added.

Receive payments at the POS.

Specify Reference and add a Note if required.

Click Record Payment.

Split Payment

Having exact change for the transaction, reaching card limits, and UPI throwing an error are all common issues that can require a longer wait time, messy billing procedures, and the bills that are difficult to keep account of. However, letting the customer split their payments into different types or use a combination of their choice will not only set up custom payments but also maintain accurate track of the source of the payment. This will help the business in terms of categorizing refund splits, analyzing market payment trends, and much more. The customer can pay using multiple payment modes to complete checkout at the point of sale.

To split payments in the Windows Application

Select More in the Sales Summary section.

Select the Payment Method from the left and specify the Amount.You can see the amount that's yet to be paid.

Specify Reference and add a Note if required and click Record Payment.

Select the other Payment Method, enter the amount and click Record Payment.

Repeat the process until complete payment is processed.You can see the list of payment methods associated with the sales order from the Payment Summary section. Click Delete next to the payment method to delete the payment recorded in the sales order.

Creating a Credit Sale

When a customer purchases various items from your store and chooses to complete the payment later, the sales order can be registered as a Credit Sale in Zoho POS POS Application.

To create a credit sale in the Windows

Add items to the cart.

Select or specify the customer information.

Click Credit Sale.

In the confirmation popup, click Mark as Credit Sale.

Customer Credit Limit

In a credit sale, the amount owed by the customer will be recorded as outstanding receivables. Credit limit helps control the maximum outstanding receivable that a customer can have at your store.

When the credit limit is reached, you can choose to do the following:

Enabling customer credit limit

Go to Settings > Preferences > Customers and Vendors.

Select the Enable Credit Limit checkbox.

Specify what you want to do when the credit limit is exceeded.

Click Save.

Specify credit limit for a customer

The credit limit can be specified for each customer from the Customers module.

To specify credit limit for a customer

Go to the Customers module and select a customer.

In the Overview tab, specify the Credit Limit by clicking the Edit icon.

View payment details for a sales order

The payment details section displays information such as the total amount paid, the mode of payment, invoice along with the date for a particular sales order.

Edit the payment details for a Sales Order

In case of a manual error at the POS, the payment details can be modified from the web application.

To edit the payment details

Go to Sales > Invoices select the appropriate Invoice associated with your sales order.

Select the Payment Received tab in the details section.

Click the Edit icon next to the payment details.

Modify the information as required and click Save.

Delete payment details

The payment details for a sales order can be deleted by selecting the Delete icon. Once deleted, it cannot be retrieved.