Take payment

Open the payment screen

With the customer chosen, click Payment under the cart (or press Ctrl+Space). The Payment Terminal shows the Amount Due and a tile for every payment method your terminal accepts.

A tile with a lock and Restricted is a method you are not allowed to use. Click the arrow at the top left to go back to the cart.

Cash

1. 1Click Cash.
2. 2Enter the Amount received, or click one of the quick amounts: Exact or the next round amounts.
3. 3Voltix shows the Change to give back.
4. 4Click Complete.

Card and on account

Click the Card tile (or the debit or contactless tile your company uses). The payment is recorded straight away; there is nothing else to fill in.

Click On account to put the whole amount on the customer's account. It is collected later in Receive Payments.

Bank transfer

1. 1Click Bank transfer.
2. 2Enter the Transfer Reference if you have one. It can be at most 27 characters; put anything longer in the sale's note.
3. 3Check the Amount.
4. 4If your company stores payment slips, drag the slip onto Attach payment slips or click it to choose a file.
5. 5Click Complete.

Paid with two transfers? Click + Add another payment. Each transfer gets its own reference, amount and slips, and is recorded as a separate payment.

Cheque

1. 1Click Cheque.
2. 2Enter the Check Number, Check Due Date, Bank and Amount.
3. 3For more than one cheque, click + Add another payment. The amounts must then add up to the amount due exactly.
4. 4Click Complete.

Several methods at once

1. 1Tick Split Payments.
2. 2Click each method the customer is paying with, then Proceed to Payment.
3. 3In Allocate Payment Amounts, enter the Payment Amount for each method. For cash, also enter the Cash Received. Click Distribute Evenly Across Methods to share the total equally.
4. 4Need the same method twice, for example two cards? Click Add another on that method.
5. 5Click Complete Payment.

Foreign currency

When the cart is in another currency, amounts are shown and entered in that currency. Voltix also keeps them in your base currency at the cart's exchange rate.

After payment

Voltix shows Payment Approved, then opens the document your terminal is set up for:

• A receipt, ready to print on the receipt printer, download as PDF or share.
• An invoice on A4 or A5 paper: choose the size and the invoice opens to print, download or share.

Click New Transaction to start the next sale.

Reprint later

Open Orders, click the sale, and use Print or Download in its panel (the arrow next to each picks A4 or A5). See The Orders screen.