Handling Split Payment Transactions

👉 Every time you see this little emoji, it means you need to do something.

Split Payment From an Invoice

You will create a separate Payment Record for each form of payment. You will not handle all forms of payment on one Payment Record.

👉 From the Invoice, hit the Accept Payment button to open a new Payment Record.

👉 Confirm Invoice Selection

Once a new Payment Record opens, scroll down to the bottom of the page and under Apply > Invoices, identify the checked Invoice. There may only be one Invoice, but often, depending on the Customer's balance due, you see more.

👉 Adjust Payment Amount

Change the Payment field to the amount the Customer wants to pay using the first method.

Notice that the Payment Amount field changes to match the value you typed into the Payment field.

Customer Paying with Cash

👉 Select Cash as the Payment Option

If the Customer is paying with Cash, under Payment Method, select Cash from the Payment Option dropdown.

Customer Paying with Card

👉 Check the Card Present Transaction Box to Swipe Card

If the Customer is using a payment card, check the Card Present Transaction box, and once you see the MerchantE popup, swipe the card in the reader.

👉 Confirm Class and Location Information

Change the Class dropdown to Retail.

Change the Location dropdown to ARS Tuc Location.

👉 Click the Save button

For Card Payments, clicking the Save Button will send the card information to MerchantE to process the payment.

If the card is declined for any reason, a red banner will appear at the top of the Payment Record, notifying you that the payment did not go through and that the Payment Record will not be saved.

👉 Repeat for Every Subsequent Form of Payment

Starting with the Invoice Record, repeat the previous steps until the Customer has used all forms of payments.