Overview
Payment pads and panels help cashiers enter payment values quickly and consistently during checkout. They are part of the POS tendering experience.
Where To Find It
Path: POS > Payment screen panels
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
The payment screen displays controls for entering and confirming amounts. Users choose the payment method, enter the amount, confirm the value, and complete the receipt.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Selection | Identifies the record, option, or item being maintained. | Use it before entering or changing details. |
| Details | Stores the values that control how the feature works. | Use it when creating, updating, or reviewing setup information. |
| Save and review | Applies the change so QBM can use it in transactions or lookup screens. | Use it after confirming the values are correct. |
Recommended Workflow
- Open the POS payment screen from an active sale.
- Use the payment pad or panel to enter the amount received.
- Confirm the payment method and value.
- Review the remaining balance or change due.
- Complete the receipt using Save, Save and Print, or the required output action.
Best Practice
- Check payment amounts before confirming.
- Use split tender only when the customer is paying through more than one method.
- Review change due before closing the payment screen.