How to Set Tender & Descriptions Defaults

Under the Tender & Descriptions tab, you can adjust the default titles of the Tender & Descriptions screen buttons.

Step-by-step guide

1. Go to Defaults > Sales > Sales Defaults.

2. Go to the Tender & Descriptions tab. Under Tender Behavior, you’ll see the following options:

• Must Have a Store Credit to Pay: Customer must have store credit to pay.

• Store Credit Valid For (Months): Set the time that the store credit is valid for.

• Must Have Gift certificate # to Pay: Customer must have a gift certificate to pay.

• Gift certificate Valid For (Months): Set the time for which the gift certificate is valid.

• Prepaid Card Valid For (Months): Set the time for which the gift certificate is valid.

3. You can also choose to set the following prompts:

• Prompt if customer has outstanding store credit

• Prompt if customer has outstanding AR credit

• Adjust item price if tender discount is negative

• Print voided/canceled invoices

• Prompt to choose Debit or Credit when Swiping Card on Sales

• Allow to show Tip on Payment Screen

• Remove this prefix from the Gift Card number

• Use this Gift Card

• Record as Tender

• Record as Gift Card Sales

4. Under Descriptions, you’ll see the following options:

• Balance Due Title: Adjust the Balance due title seen at the payment screen.

• Refund Due Title: Description seen on issuing change to the customer.

• Warn on Change Over: Will give a warning screen if payment amount exceeds certain figure, giving you the opportunity to revise the payment amount and issue the correct change.

• Allow Cash Back: Lets you issue cash back.

• Title of Over Payment: Title of over payment in Account Receivables.

• Tender Button Name: Adjust description in available field to modify the button name.

• Find/Enter Button Name in Touch Pad: Adjust description in available field to modify the button name.

• Backspace Button Name: Adjust description in available field to modify the button name.

• Currency List Button Name: Adjust description in available field to modify the button name.

• Outstanding A/R Title: Adjust the title for this feature.

• Due Date Title: Adjust the Due Date title.

• Tip Description: Adjust description in available field to modify the button name.

• Print Chit Description

• Presold Service Description

• Show Tax Included Discount Button on Payment Screen: This is an option to implement the policy Customers do not pay tax or We pay all taxes. The price is discounted so that after adding tax, the total amount equals that of the original selling price. This option recalculates the price and tax. It will work for regularly priced sales as well as for sales with other discounts. Checkmark this option and this button will appear at the Tender Screen.

• Over Payment is Taxable: Over payment will include the taxes, and not just the net amount.

• Show Change on Payment as Default: Shows Change due on invoice even if change due is $0.00.

• Allow Cash Back: Will permit cash back while tendering.