How to add payments to a sale

You can make a single or multiple payments on a sale. You can do this when you are in a sale:

1. Under 'enter payment details', click in dollar field. Type in the amount of the payment.
2. Click on the 'payment type' field.
3. Select a 'payment type' from the dropdown list.
4. Click 'Add'.

Notes:
The amount that you type in is the amount being paid with that payment type.
If the payment type is cash and the amount entered is more than the balance, the system will tell you with a message along the top of the screen how much change to give.
You can edit payments by clicking on 'Edit' next to the payment.
You can remove payments by clicking on 'Remove'.
If you are in the 'payment type' dropdown list, rather than use the mouse, you can type the first letter of the payment type. For example 'c' would select 'cash', 'v' would select visa, 'm' would select mastercard etc.

Using multiple payment types

Make payment with first payment type.

1. Use the steps above to make the first payment. In the amount field enter in the amount for this payment type only.

Make payment with second payment type.

1. Now that the first payment is in, you can add the second by performing exactly the same steps again.
   In the amount field enter in the amount for this payment type only
2. Note: If there are more payment types (i.e a third or fourth payment type), continue adding payments as described in above.

Using the quick payments button

If the customer is paying the entire balance with a payment type shown in 'fast payment options', click on the payment type that the customer is using. The system will then add the full payment in that payment type.

Paying by Gift Voucher / Gift Card  / Gift Certificate

Note:When paying with a Gift Voucher, the entire Gift Voucher amount must be redeemed. If there is any left over balance, Swim will add the remainder as a customer credit for that customer.

1. Click into the amount field.
2. Type in the amount that the gift voucher is for (this is the entire gift voucher amount, regardless of the sale amount).
3. Click on the Payment Type field.
4. Select 'Gift Voucher'.
5. Click on 'Add'.
6. A new screen will appear and you can select the gift voucher to use.

Note:

Only gift vouchers of the exact payment amount will be shown.
1. Click on the Gift voucher number and recipient if present. If it's not present, select 'Non Swim Gift Voucher' from the dropdown list.
2. Type in any comments (optional).
3. Click on 'Select'.
4. If the gift voucher is more than the balance, customer credit is automatically given.
5. If the gift voucher is less than the balance, add in a second payment for the balance using the payment type that the customer chooses.

Paying by Customer Credit

1. Click into the amount field.
2. Type in the amount being paid by customer credit.
3. Click on the dropdown arrow to the right of the Payment Type field.
4. Click on 'Customer Credit'.
5. If the customer does not have credit or the credit limit is exceeded, an error message will appear.
6. Click ok to the message and select a different payment method or add multiple payment methods.
   Note: The customer credit balance shows on the right hand side under the customers name and details