How to Use Issue and Redeem via Deposit Payment Method on POS?

This article provides a clear and easy-to-follow guide on setting up and using the Deposit Payment method in the POS system. Follow the steps below to implement and use this feature effectively.

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A. Setting Up Deposit Payment on the POS Dashboard

1. Create Special Items

1. Access Settings:
   • Open the POS Dashboard and go to Settings.
2. Add Special Items:
   • Select Special Items & Cash In/Out.
   • Click on the Open Price Item Buttons tab.
   • Press the + button to add a new open price item button.
   • Name the item (e.g., “Deposit Items”).
   • Tick the box under the Deposit Item column for this new item.

2. Add a Custom Payment Type

1. Navigate to Payment Methods:
   • Look for the Custom Payment Types section.
2. Add a New Payment Type:
   • Create a new payment type (e.g., “Deposit Payment”).
   • Tick the boxes for Deposit and Enable for this payment type.

Once these steps are completed, the Deposit Payment method will be successfully set up on the POS Dashboard.

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B. Using Deposit Payment on the POS System

1. Redeeming via Deposit Payment

1. Open the POS:
   • Proceed with a regular order.
2. Select Payment Method:
   • Add items to the order.
   • Navigate to the Pay screen.
   • In the Custom Payment Methods section, select Deposit Payment.
3. Complete the Payment:
   • Confirm the payment.

This completes the process of redeeming using Deposit Payment.

2. Issuing a Deposit

1. Open the POS:
   • On the order screen, select Special Items.
   • If not visible, click More to access the Special Items option.
2. Select Deposit Item:
   • Choose Deposit Item from the list of open price items.
   • Enter the amount to issue as a deposit.
3. Review and Pay:
   • Review the details, then proceed to Pay.
   • Note:
     • Deposit items cannot be added with other items (e.g., sales tax, non-tax, VAT).
     • Deposit payments cannot be used to pay for deposit items.
4. Complete Payment:
   • Finalize the transaction.

This completes the process of issuing a deposit.

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C. Viewing Deposit Liabilities Report

1. Access the Report:
   • Open the POS Dashboard.
   • Navigate to the Reports section.
2. View Deposit Liabilities:
   • Select Deposit Liabilities to see all related issue and redeem transactions.

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By following these steps, you can effectively set up and manage the Deposit Payment method in your POS system.