Help Documents - Version 5 On-site Kiosk ManagerKiosk Mode attendant training document (Make a Payment - Cashier)

Kiosk Mode attendant training document (Make a Payment - Cashier)

You are the Cashier - accepting Balance Due payments. On the Admin Dashboard, open the Sales Reports > Arrears Report. Leave this report open and maximized on the cashier's screen. It is the only screen the cashier needs open.

When a registrant arrives to pay ...

  1. Ask the registrant for their first and last name
  2. Then search the report by typing CTRL-F (for Find) and enter their last name into the field - their last name will highlight immediately
  3. If the last name matches but the first name does not, click the Next arrow in the CTRL-F window to advance to the next matching last name - repeat this step until the first name matches
  4. You should verify their identity with another piece of information, such as the phone number, or address, or email address (security reasons)
  5. Then click the Payments and Refunds button for that person

The Payments and Refunds window opens ...

Double check the name in order to verify you're on the correct registrant's balance due screen - it is printed in 2 places on this screen.

How do they want to pay?

Pay by Check or At the Door

  1. Click the calendar icon and select the date of payment
  2. Select the Method of Payment from the dropdown menu
  3. Enter the amount paid
  4. Optional: Enter a comment that will be seen by the registrant
  5. Optional: Enter a comment that will NOT be seen by the registrant - this is your audit trail

When finished, click the Add button.

Pay by Check or At the Door

Pay with Credit Card

  1. Click the View Detail if the registrant wants to know what he/she purchased
  2. Click the Continue button to advance to the credit card checkout page
Pay with Credit Card

Balance Adjustment

  1. Click the calendar icon and select the date of payment
  2. Select whether or not you're reducing the amount they owe (Credit) or adding money (Charge) to their account
  3. Enter the amount of adjustment - there is no need to add a plus or minus sign.... you told the system that in the previous step (Credit or Charge)
  4. Enter an audit trail comment - will be visible to the registrant
  5. Enter an audit trail comment - will NOT be visible to the registrant
Balance Adjustment

When finished with the registrant's payment transaction ...

Make sure you save all screens and close all of the popup windows.  You should be back on the Arrears Report screen.  

Hit the F5 key to refresh the screen. The person you just accepted a payment from will have been removed from the report screen.

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