Tag Archives: Settlement

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How to add/edit payment or settlement mode in eZee Optimus?

Payment Modes: A POS transaction is the instance where a transaction is finalized or the instance where a customer tenders payment in exchange for goods and services. Any form of payment can be used such as cash, debit cards, credit cards, mobile payments,

Video:-

Location:
eZee Optimus >> Switch to Back >> Master >> Payment

User Privilege:
eZee Optimus >> Switch to Back >> Settings >> User >> back office >> Payment
eZee Optimus >> Switch to Back >> Settings >> User >> front office >> Allow to Quick Pay

Screenshot 1: Add New/Edit >> Add payment type information 

Screenshot 2: There are 3 types of payment
1. Cash


2. Bank
3. Posting: This is use to do Room Posting

Active Surcharge: A surcharge, also known as checkout fee or merchant service fee, is an extra fee charged by a merchant when receiving payment by cheque, credit card, charge card or debit card but not cash.

Troubleshoot: When we use selected payment then we have to tick mark on new payment type to visibility in the list. Need to tick mark newly added payment type.

Related Topic:-

 

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How to add past/old/back date order in eZee Burrp?

Insert Order: Some time we need to take old date order to due cash correction.

Screenshot 1: Select old order date

Screenshot 2:
Select old payment date

Screenshot 3:
Select date and order

Screenshot 4:
Go to settlement

Screenshot 5:
Select old payment date

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How to set due amount for Gratuity in eZee Burrp 7.0?

What is Due Amount Gratuity?
Gratuity is called guests tip for your staff.

Customer says that “Keep the change”  offer gratuity in terms of due amount. 
Example: Restaurant Bill is 2281 and customer paid 2500 so request to keep change – 219

Location:
eZee Burrp >> Take order (Dine-in, Take away, Delivery)  >> Settlement

How to access:
Please check below screenshot to calculate automatic gratuity

Screenshot 1

Screenshot 2: Gratuity Report.

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How to see change due pop up on the settlement in eZee Burrp 7.0?

What is Change Due?
Here, the cashier has to calculate the balance/refund amount on settlement.
Example: Bill amount is $3041 and guest paid $3050, system will show change due $09

Location:
eZee Burrp >> Settings >> Peripherals >> Miscellaneous >> Mark option – Hide Money Due on Full Settlement

Pre-requisite:
eZee POS Back Office >> Configuration >> Payments and Accounts >> Settlement Type >> Edit >> Payment Option >> Tick mark on Show change due message >> Save

How to Access:
Kindly follow below below are the steps to follow.

Screenshot 1:

Screenshot 2:
Tick mark option to see change due pop up

Screenshot 3:

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How to Add/Edit Settlement Type in eZee POS Back Office 7.0?

Location:
eZee POS Back Office >> Configuration >> Payments and Accounts >> Settlement Type

Privilege:
eZee Burrp BackOffice >> Configuration >> User Operation >> Edit >> Privilge >> Property Configuration >> User management >> System configuration >> Configure Settlement type.

Screenshot 1: Click on New/Edit >> Add/Edit Details >> Add payment type information >> Payment Option: Select payment option as per requirement.

Screenshot 2: Receipt number: Select the format in which the receipt number should be generated.

Screenshot 3: Surcharge: A surcharge, also known as checkout fee or merchant service fee, is an extra fee charged by a merchant when receiving payment by cheque, credit card, charge card or debit card but not cash.

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How to settle POS Invoice (Bill) By the Loyalty Card?

After generating receipt, Table shows some different icon (Dollar note), that indicates table is in receipt mode.

Receipt related option appears, after clicking on the table.

Click on “Settle Receipt” option, in order to take payment in the system, when Guest pays the bill amount.

Settlement Window appears with the bill detail and payment type.

 

  • Loyalty Card :  eZee POS does provide Loyalty Card / Gift Card module and issued can be used to redeem the points or balance.

Swipe Card or Enter the Card number manually, for issued card to the guest and system will fetch all the information or can search guest using the search option available on the window.

 

Enter the amount, guest has paid  in the “Amount Paid” field.

Once selected your payment method and required option, click on “ADD” button given on the Bottom left corner to complete payment process.

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How to post POS charge to Room Service (PMS) in eZee Burrp 7.0?

After generating receipt, Table shows some different icon (Dollar note), that indicates table is in receipt mode.

Receipt related option appears, after clicking on the table.

Click on “Settle Receipt” option, in order to take payment in the system, when Guest pays the bill amount.

Settlement Window appears with the bill detail and payment type.

 

  • Room Posting :  Especially design when have POS is integrated with PMS (Hotel Management System), to post the restaurant charges to Guest Room (Folio).

List of all the Inhouse guest appears, when click on the Room Dropdown box.

Enter the amount, guest has paid  in the “Amount Paid” field.

 

Once selected your payment method and required option, click on “ADD” button given on the Bottom left corner to complete payment process.

 

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How to settle bill receipt in eZee Burrp 7.0?

After generating receipt, Table shows some different icon (Dollar note), that indicates table is in receipt mode.

Receipt related option appears, after clicking on the table.

Click on “Settle Receipt” option, in order to take payment in the system, when Guest pays the bill amount.

Settlement Window appears with the bill detail and payment type.

 

Cash is the one of the 4 different payment method available in the system.

  • Cash :  When payment collection is instant, by hard cash, Credit Card, Visa or online Transfer.  More payment type can be created manually from the POS Back Office configuration.

 

Enter the amount, guest has paid  in the “Amount Paid” field.

Once selected your payment method and required option, click on “ADD” button given on the Bottom left corner to complete payment process.

*Note: When it is Cash payment and guest has given more payment then actual, software does show Change due window to notify Cashier, how much amount to be given back.  

For an example, Total bill amount is $470 but guest has paid $500.  When entered $500, system gives us Change Due window