Processing Payments

WebWorkstationMobile

Use the Pay modal in Salespoint to collect one or more payments and complete the sale.

Permission Required

You need Salespoint access. Payment methods must also be enabled by an administrator under Admin > ZynoSales > Payments, on the Payment Methods tab.

Before You Begin

• Add all items to the cart.
• Attach a customer if any item requires one, or if you want saved cards, membership benefits, or customer history.
• Resolve item alerts.
• Confirm the sale total and remaining balance.
• Connect any required hardware, such as a Workstation terminal or Suite Mobile card reader.

Take A Payment

1. In ZynoSales > Salespoint, build the sale.
2. Select Pay.
3. Review Total, Remaining, and Pay.
4. Leave the Pay amount as the remaining balance, or enter a smaller amount for a split payment.
5. Choose a payment method.
6. Complete the method-specific prompts.
7. After Payment Successful, send or print a receipt if needed.
8. Select New Sale if the sale closed, or Return to Sale if a balance remains.

Payment Methods

Only enabled and available methods appear.

Button	Use For	Notes
Cash	Cash payments	Enter cash received and calculate change.
Check	Check payments	Record a check payment.
Key in CC	Manual card entry	Uses Stripe card entry. Minimum card payment is $0.50.
CC Terminal	In-person card terminal	Available in Workstation when terminals are configured.
CC Reader	Mobile card reader	Available in ZynoSuite Mobile.
Saved CC	Card on file	Appears when the sale has an attached customer with card payment enabled.
Gift Card	ZynoSuite gift card redemption	Uses available gift card balance.
Custom method name	Store credit, voucher, comp, house account, or similar	Configured by an administrator.

Split A Payment

1. Select Pay.
2. Change the Pay amount to the first amount you want to collect.
3. Choose the first payment method and complete it.
4. After payment success, select Return to Sale.
5. Select Pay again for the remaining balance.
6. Repeat until the remaining balance is zero.

When the remaining balance reaches zero, Salespoint closes the sale and the success screen offers New Sale.

Complete A Zero-Balance Sale

If discounts, gift cards, credits, or previous payments bring the remaining balance to zero, the cart button changes to Complete Sale. Select it and confirm to close the sale.

Common Issues

Problem	What To Check
A payment method is missing	Ask an admin to check Admin > ZynoSales > Payments, on the Payment Methods tab.
Card payments are blocked	Card payments must be at least $0.50.
Terminal payments are missing	Use Workstation and confirm a card terminal is registered.
Mobile reader payments are missing	Use ZynoSuite Mobile and connect a card reader from Settings.
Payment cannot start	Resolve item alerts, required customers, or stale shipping rates.
The sale did not close	Check the remaining balance and take another payment if needed.

Related

• Cash Payments
• Card Payments
• Gift Card Payments
• Custom Payment Methods
• Receipts
• Refunds