Buying a SambaCard with Cash

Version 4 V4 Question
1

I plan on implementing gift cards in my bar soon and I have played around with the sambacard feature at home but one of the problems I have found is when you add funds to a card the cash someone has paid for the gift card just kind of disappears.

Scenario:

  1. Someone comes into the restaurant and wants to buy a gift card.
  2. The cashier swipes the card and creates an account with the entity screen.
  3. The cashier goes to the account details screen to add funds.
  4. The cashier would not know what to do with the cash that was paid because the drawer does not open.
  5. Then when I do a work period report the next day how will I know a gift card was sold because the only thing that shows up is when a person uses a gift card as a payment method?
2

You can setup the cards as products and use predefined amounts or leave it open to enter an amount. You can use automation to add the funds to the appropriate account. Several actions may help with this including Create Account Transaction, Create Account Document

3

What would I use specifically to make it so when funds are added to a card, those funds will be added to cash income?

4

Before you start it may benefit you to learn how it works. The two actions i already mentioned can be used to do what you want. You use those actions to move funds between accounts. You could also setup a specific payment type called Gift Card Payment and dictate what Transaction Type it uses.

5

@Jesse, @emre Exactly what I have to do , as I have setup customers as (samba card) and I created credit accounts for local businesses so they pay later . it would be very very help if some one guide me how to show in workperiod report so the till matches.

the payment types are cash,eftpos(CC) , Customer balance, account,gift certificate,voucher

Customer balance is what they get 5% promotion back to customers.

Account is settled as account so they pay later , when they pay later example: If they paid cash cant see in report some cash has received in till, credit card also need in show what we received

Also very important is one of my samba card customer want to pre pay and use it later as above question , he did 2 times topup or add funds but unable to see where are the money in report.

My Question is is there any way to direct the payments as cash and credit card ex: add funds Cash will account as cash

Thanks again for wonderful pos

[Summary:3,2]

Income
Cash|$ [=F(TN(‘{ACCOUNT TRANSACTION TOTAL:Payment Transaction:Cash}’),‘#,#0.00’)]
Eftpos|$ [=F(TN(‘{ACCOUNT TRANSACTION TOTAL:Payment Transaction:Eftpos}’),‘#,#0.00’)]
Gift Certifiacte|$ [=F(TN(‘{ACCOUNT TRANSACTION TOTAL:Gift Certificate}’),‘#,#0.00’)]
Customer Balance|$ [=F(TN(‘{ACCOUNT TOTAL:Customer Balance}’),‘#,#0.00’)]
Credit Account|$ [=F(TN(‘{ACCOUNT TRANSACTION TOTAL:Account}’),‘#,#0.00’)]
Total|$ [=F(TN(‘{ACCOUNT TRANSACTION TOTAL:Payment Transaction:Payment Accounts}’)+TN(‘{ACCOUNT TOTAL:Customer Accounts}’),‘#,#0.00’)]

This summary is not exactly what I received in ( Customer balance and Account)

6

You should study the accounting and get a firm grasp of how transactions interact with it. Practice with Account Transactions to learn how to move money etc.

1 Like
7

Accounting part is a flexible system that should be designed for the business. Default accounting system & reports is just an example for very basic needs. So I agree with what @Jesse suggested.

8

thanks for u r prompt reply , yes would work but un fortunately aim dummy guy , but trying it thanks a lot. if anybody ready to help me on the reports I need few reports. I will send detailed accounts, so I can pay something for the time spend for me yes its worth lol… thanks again for the great software