Tender Change or Change Return

Handling Change Returns in Zuriey POS

When a customer pays more than the total invoice amount in Zuriey POS, it's essential to process the change return correctly. Here’s a step-by-step guide on how to handle this scenario effectively.

Example Scenario

Total Payment Amount: $250
Amount Paid by Customer: $300
Change to Return: $50

Steps to Process the Sale and Return Change

1. Open the POS Screen:
   • Navigate to Sell -> POS.
2. Enter Customer Payment:
   • Click on the Multiple Pay button. This will open a popup window for payment details.
3. Input Paid Amount:
   • Enter the total amount paid by the customer, which is $300 in this case.
4. View Change Return Amount:
   • On the right side of the popup, you will see the “Change Return” Amount, which should display $50 (the difference between $300 and $250).
5. Finalize the Sale:
   • Click on the Finalize button to save the sale transaction.
   • The change amount will be reflected in the invoice.

Customizing Change Return Label

If you want to customize how the change return is labeled on invoices:

1. Navigate to Invoice Layout Settings:
   • Go to Settings -> Invoice Layout.
2. Change Label for Change Return:
   • Find the field for ‘Change Return Label’ and modify it to your preferred label (e.g., "Cash Back", "Refund Amount", etc.).
3. Save Changes:
   • Click on Save Changes to apply your new label.

Changing Payment Method for Change Return

When processing a change return, you can specify how you want to return the change (e.g., cash, card, etc.):

1. Select Payment Method for Change Return:
   • In the POS screen, look for the dropdowns labeled Change Return Payment Method and Payment Account.
   • Choose your desired payment method (e.g., Cash, Card) from these dropdowns.
2. Complete the Transaction:
   • Ensure all details are correct and finalize the sale as described above.

Note on Sale Returns

This method of handling change returns can also be applied when processing a sale return by editing an existing invoice. Simply follow similar steps to adjust payment amounts and methods accordingly. By following these steps, you can efficiently manage customer payments and change returns in Zuriey POS, ensuring a smooth transaction experience for both cashiers and customers!