Processing Payments
Aeris POS supports multiple payment methods to suit your customers' needs.
Payment Methods
| Method | Description | |--------|-------------| | Cash | Physical cash payment | | Card | Credit/debit card via EFTPOS | | Account | Charge to customer account | | Bank Transfer | Direct bank payment |
Processing a Cash Payment
Click Pay to open the payment screen
Select Cash
Enter the amount tendered (what the customer gave you)
The system calculates the change
Click Complete Sale
Give the customer their change
Quick Cash Buttons
Use the quick buttons for common amounts:
Exact amount
Round up to nearest $5, $10, $20, $50
Processing a Card Payment
Click Pay to open the payment screen
Select Card
Process the payment on your EFTPOS terminal
Once approved, click Complete Sale
Wait for EFTPOS approval before completing in Aeris. Keep the EFTPOS receipt if needed for reconciliation.
Charging to Account
If the customer has an account:
Select the customer before paying
Click Pay then select Account
The sale is added to their account balance
Click Complete Sale
Account Requirements
To charge to account:
Customer must be selected
Customer must have an account enabled
Sale must be within their credit limit
If the customer is over their credit limit, you'll see a warning. You can still proceed if authorised.
Split Payments
Customers can pay with multiple methods:
Click Pay to open payment screen
Click Split Payment
Enter the first payment:
Select method (e.g., Cash)
Enter amount (e.g., $50)
Click Add Payment
Enter the second payment:
Select method (e.g., Card)
The remaining balance is shown
Click Add Payment
Click Complete Sale when fully paid
Example Split Payment
Total: $127.50
Customer pays $30 cash - $97.50 remaining
Customer pays $97.50 on card - $0.00 remaining
Complete sale
Deposits and Layby
For partial payments on held items:
Create the sale as normal
Use Split Payment
Take the deposit amount
Hold the sale for later
When customer returns, retrieve the sale and take remaining payment
Refunds
If you need to refund a payment:
Find the original sale in Sales
Click Refund
Select items to refund
Choose the refund method
Process the refund
End of Day
At the end of your shift:
Count your cash drawer
Compare to the expected total in reports
Record any discrepancies
Secure the cash
Troubleshooting
Card payment failed but Aeris shows complete
Void the sale in Aeris
Retry the payment
Customer disputes the amount
Check the receipt
Review the sale in Sales history
Process refund if needed
Cash drawer won't open
Check the drawer connection
Manually open with key if needed
Report to administrator