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====== Manage Payments ====== ===== Summary ===== This section groups multiple functions in the system to make payment options easier. This guide reviews credit payments, split payments, gift card payments and gift card mercury payments. ===== Guide Sub Headings ===== [[guides:general:minimizepaymentbuttons#Regroup Tender Types|Regroup Tender Types]]\\ [[guides:general:minimizepaymentbuttons#Menu Screen Functions / Retail Screen Toolbar|Menu Functions]]\\ [[guides:general:minimizepaymentbuttons#Gift Card Payments|Gift Card Payments]]\\ ===== Regroup Tender Types ===== One step in reducing complexity is to reduce the number of payment options your staff sees. We can do this by grouping all the credit card options into one button, "Credit Card." As seen in the picture below, sort all of your credit cards to show on the bottom of the list, use the number in the sort column to arrange this. To access this screen : Office - System Toolbar - Tender Types Option: Check "Hide Types of Tenders in Payment Screen" {{:guides:general:simplifypayments:buttonreduce.png|}} ===== Menu Screen Functions / Retail Screen Toolbar ===== Adjust your functions for payments, there are default buttons similar to what you see. The "Make Payment" function allows you to apply a split payment to an order, this should be a useful function to add. {{:guides:general:guides:general:guides:simplifypayments:buttonreduce2.png|}} ===== Gift Card Payments ===== There are two sections of payment options with Gift Cards. One is through Mercury Payments. The other is internally with CCS. ==== Gift Card Payments by Mercury ==== Gift Cards with Mercury will process automatically as 'Non Sufficient Funds'. This feature enables cards to process automatically if their amount is less than the total of the order. In this situation, the payment screen will open after the payment is applied.\\ The following screen shots depict this situation.\\ {{:guides:general:simplifypayments:gcmercurypayment1.png|}}\\ {{:guides:general:simplifypayments:gcmercurypayment2.png|}}\\ {{:guides:general:simplifypayments:gcmercurypayment3.png|}}\\ {{:guides:general:simplifypayments:gcmercurypayment4.png|}}\\ This receipt shows the results of applying the gift card payment. In this case, the card had $6.00 on it left. Therefore it could not pay off the total order. The payment screen was opened so the remaining amount could be applied. {{:guides:general:simplifypayments:gcmercurypayment5.png|}}\\ === Gift Card Payments Internally Through CCS === ===== Review of Results ===== You can see in the menu screen, there are options for closing out the order quickly, as well as applying a split payment. In the payment screen you can see there are not visa/mastercard/amex buttons. This screen shot presentation shows the simple process of a split check: {{:guides:general:simplifypayments:buttonreduce3.png|}} {{:guides:general:simplifypayments:buttonreduce4.png|}} {{:guides:general:simplifypayments:buttonreduce5.png|}} {{:guides:general:simplifypayments:buttonreduce6.png|}} {{:guides:general:simplifypayments:buttonreduce7.png|}}