About Tendering

The Tender window lets you specify the type of tender the customer is using for payment. This window is used when making a sale, making a quick sale and making a bill payment in the retail arena.

Tendering is intended to be used by sales associates to select one or more tender types to satisfy a payment or credit associated with a given transaction.

The accepted tender are and are displayed as tender. ‘Other’ defines additional tender types accepted.

Tendering a Bill Payment

The ability to allow a customer to pay for their bill in exchange for various forms of tender is provided by the Tender Bill Payment process.

This can be accomplished through one of three ways:

Tendering Bill Payment Only

This process is used when the customer comes in for the sole purpose of paying their bill.

You can search for and pull up any billable customer and allow them to make a payment against their account.

After locating the customer, you can choose to either make a general payment against the account or choose to pay against a specific invoice.

There are two options:

Tendering goes directly to the Transaction Tender window where the bill can be paid by one or more Bill Payment applicable Tender Types .
Tender Types
Tender types allowed for returns are marked Y in the Allow Returns column.
Tender types that are not allowed are marked N.
To change the current setting for a tender type right-click on the tender type and select Allow Return.
Convert a Bill Payment-only transaction into a Sale containing a Bill Payment.
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Tendering Bill Payment as Part of a Sale or Return

During Make Sale a customer has various options when paying their bill.

The Pay Balance option automatically creates a Bill Payment for the current balance on the customer account.

The other option is to make payment using the same dialog as above will appear allowing the choice of payment amount and invoice. A different customer may be chosen. This enables bill payment of multiple customers on the same Sale transaction.

By default, the customer is set to the same as that on Make Sale.

Total Due	Represents the total amount due for the order.
Total Tendered	Represents a total for all currently specified tender types/amount.
Balance	Represents the amount that must still be collected from the customer. Total Due - Total Tendered > 0
Change	Represents the amount that is due to the customer. (Overage) Total Due - Total Tendered < 0

Splitting of Bill Payments based upon Tender Type

Because a Bill Payment can only have one Payment Type assigned and these types may be GL’d differently, you may have to separate a Bill Payment into multiple payments based upon the Tender Type.

If only one Bill Payment applicable tender type is used, then the bill payment will not be split. The Payment Type will be changed to the type that correlates to the chosen Tender Type.

In the case that multiple tender types are chosen and no one tender type satisfies the Bill Payment amount, the Payment will be split into 2 or more Payments with each Payment Type set to correlate to each Tender Type.

This is accomplished by doing the following:

Working through Bill Payments in the order from largest to smallest amount, attempting to match up Tender Type totals. If a tender is used that can satisfy that payment without splitting, then that one is used. If the tender type cannot be used, then start to split the payment from there, working our way down from greatest Tender Type total to smallest.
In reality this will probably not occur much as most people tend to use only one type of tender during a transaction