Customer wants to settle ticket and User presses the “Ticket Button” (changes to Balance button after pressed) which adds the current Ticket and Customer Account balance together:
I dont understand because that is not overpaying the ticket… Its paying the ticket and the amount the customer owed on their account…
This is a feature and they are not using the feature correctly.
Should train them to use All button instead.
If they were to press balance it toggles it back to just ticket balance. This is a good feature. It only requires propper training of your staff. They should know what that button does.
The All button at top ONLY inputs the balance. So they should use that most of the time.
Some customers may want to pay their account balance with a new ticket… some restaurants may require it… so its a great feature.
Agree with all the above @kendash but I am not sure if the user does select this feature we wind up with this:
(In case it is not noted but looking at the -$3.75)
And accounts looking this like still with a Debit balance? If we were paying the Customer balance off as you mentioned then why does the account screen still show a balance?
At what point did that screen with the negative amount show? It might actually just be a rule causing it to display ticket before its done processing entire transaction. Something is configured wrong though I will look at it.
Ya that is not default behavior so you have changed something that is causing it. If you look at my customer account i showed it links the ticket number with the account payment… yours is not.
Ok in the database I just sent you there is another Customer Michael Gim with outstanding Customer Account Transactions.
Bring him up as Select Customer, then add new ticket items, then go to Settle, USE the Ticket Button wihich will pay Items and Customer Account Balance.
Go to Accounts, pull him up using Display Account - using the new Ticket just created.
That was the sequence I used.
I am using very little rules and attempting to use “Stock Standard” stuff so it should minimise my stuff ups
Ok it has to do with your Auto Round I am looking at it… but the Auto Round confirmation and the calculation stops the customer payment… it pays the ticket however. It leaves the amount that was suposed to be for the Customer Account payment on the ticket still.
I noticed when using CASH - linked into Auto Rounding, it will only pay the current Ticket which I thought was a way to solve or modify the default behaviour… Also would this be the same for Credit Card as I think I used CC for at least one of these… Going to try a CC now.
Will that also effect these Credit card Payments?
Ok then can you please show which options I need to get rid of as I was questioning myself over that. I will then retest using the same data. Need to see it with my own eyes - Credit Card failed for me on Michael Gorden…
Ok - remember now it was listed twice as initially follow tute to get rounding at Ticket and then decided to only have Cash rounded. As all payments include Customer can be EXACT (no rounding).
Yes I think have Question for prompt but this is an easy one to remove right?
So just 2 corrects:
Remove PP from Cash Payment Type
Add mapping in Calculation Selector.
Customer Accounts payments not rounded as no money changes hands.
Hey @kendash - Dang It gotta go to a meeting so will start retesting later this arvo (3 hours time) for me which is probably bed time for you! Thanks for helping as always!
PS: Don’t suppose you could post the 2 amendment screens here to help just in case I start banging that head against the wall again… much appreciated.
The two steps you showed fixes it… but we need to work something out if you dont want Auto Round for Customer Account payments. Ill post solution for you soon.
@emre can you look at this. I think he had right idea to add calculation to Cash Payment Type so it only allows Auto Round on Cash and not the other payment types specifically Customer Account.
If Ticket function is used to pay on Customer Account Balance it should allow the Cash payment for the ticket with the auto round but it should also pay the balance of the Customers Account.
Currently it will pay the ticket with auto round but it leaves the customer balance and ignores the payment. If you press cash again It records it as a second ticket payment AND a Customer Account payment leaving a negative balance for ticket displayed (Even though in reality its not) but it does not link the Ticket into the customer account payment correctly. This seems like something you should look into.
I dont see why we cant make this work so if you have a Calculation added as a payment processor for Cash Payment type but its paying for a customer account it should just ignore the payment processor.
OR
If Ticket is pressed to pay Balance + Account Balance allow the Payment Processor work for Ticket Balance and also allow the payment to the Customer Account.
