Introduction

The payments module enables payments to be taken with an invoice or by itself.

Customers can be tagged as 'cash only' prompting for payments with an invoice.

Payment summary reports can be printed from the field app, with payment reports available in Opmetrix HQ reporting.
     
     

Payment With Invoice

To record a payment with an invoice, via the Opmetrix APP you will need to start an outlet visit, record the store visit type (if applicable), then navigate to Sales > Invoice

When ready to finalise the Invoice and record payment, simply navigate to the Subtotal screen and select Pay Now. The Charge button is used to finalise the transaction for account customers.

A configurable list of payment options e.g. Cash, Card will be provided. Simply tap within the desired payment method, and enter the tendered amount. You can also tender multiple payment type amounts.

When ready to proceed, ensure the Invoice total has been captured in full. You will be unable to complete payment if there is still payment To Pay. Tap Finalise.
     
     

Payment Without An Invoice

To record a payment without an invoice, via the Opmetrix APP you will need to start an outlet visit, record the store visit type (if applicable), then navigate to Actions > Payment.

Simply enter the Total payment amount you wish to record. The current outstanding outlet balance will be displayed for reference.

As with Invoice payments, a configurable list of payment options will be available. Tap within the desired payment method, and enter the tendered amount. Multiple tendered payment types can be used.

When ready to complete the payment capture, ensure there is nothing To Pay before tapping Save.
     
     

Payment Summary

The Opmetrix APP provides the ability for field users to review and print payment history.

From the default Home / Outlet screen, navigate to the History button in the side panel, then select the Payments button from the bottom of the screen.

By default, the payments history section will provide a list of today's captured payments by type, outlet and amount. If attached to an Invoice, this will be referenced in the Trans ID column.

Using the date slider in the side panel, you also have the ability to review or print a payment summary for previous days. Furthermore, the Filter drop-down will allow you to drill down to a specific payment type.

To print a summary of the selected days payments captured, simply navigate to Actions > Print Payment Summary. A sales summary report preview will display; ensure your mobile printer is paired and turned on before selecting Print.

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