Help - Credit Card and Tips

[mwc]

Hi SambaPOS team,

I am trying to test and setup SambaPOS 2.99. I am new to this all, and I am trying to learn on the go.

My question: The credit card button - if I enter an amount more than the billed value it gives me a "change due..." message. I am wondering, shouldn't/can this be "Tip"? Is there anyway to make the "change due..." amount appear as "Tip" on the printed receipt?

Your help is much appreciated.

[JohnS]

Yes you can, but remember that when you set it up to make Change Due for Credit Cards a Tip, you can not override it manually - you need to remove the Rules.


Create a Ticket Tag
- Name : Credit Card Tip
- Tag Type : Price
- Untick Free Tagging/Save Free Tags

Add Ticket Tag to your Department

Create an Action
- Name : Update Tips with CC Change
- Action Type : Update Ticket Tag
- Tag Name : Credit Card Tip
- Tag Value : [Tips]

Create an Action
- Name : CC Payment Selected
- Action Type : Update Program Settings
- Setting Name : CCPayment
- Setting Value : [Value]
- Update Type : Update
- IsLocal : True

Create a Rule
- Name : CC Payment Received
- Event Name : Payment Received
- Conditions - Payment Type = Credit Card
- Actions - CC Payment Selected - Value : 1

Create a Rule
- Name : Update Credit Card Tip
- Event Name : Change Amount Updated
- Conditions - Settings Check : {:CCPayment} != 0
- Action - Update Tips with CC Change - Tips : [ChangeAmount]
- Action - CC Payment Selected - Value : 0

Update your Printer Template with
<J00>Credit Card Tip|$ {TICKETTAG:Credit Card Tip}

[mwc]

Thank you JohnS  for the excellent step-by-step! Just to make sure, after I press Credit Card button on settling amount, it still gives me the red box with Change due... That is supposed to happen, right? I am guessing that is just hardcoded into the program?

My follow-up question: I have also followed your other guide on Printing Change Due & Amount Tendered on Receipt. It works great! Now, after doing this new credit card tip method, my receipt registers it in the change due section, as well. Is there anyway for the system to recognize that when I settle transaction with Cash, it will show extra amount in Change Due and when I settle with Credit Card, it will show in Credit Card Tip (which it does)?

Once again, your help and guidance is much appreciated.

[JohnS]

The red change is hard coded so there is nothing that can be done for that.

I'll have a look at the Printer Template and Change Due Rules tonight for you when I get home.
We should be able to sort that out.

[JohnS]

With your Rule - Update Credit Card Tip, add Action
Ticket Tag - Change Due, Value : 0.00

Make sure that this Rule is after 'Update Change Due and Tendered' Rule, or it will not work properly.

[mwc]

I have done that; it now registers as tip with credit card on the receipt. Now unfortunately, when I settle via cash, the amount is also being registered as tip and not as change due on the receipt. What could be the problem this time?

EDIT: I think i got it to work by doing the following changes. Please correct me as I could be wrong.

First, from the rule 'Update Credit Card Tip' I removed the {:} around CCPayment in Settings Check field.

Second, I created a rule:
- Name: Cash Payment Received
- Event Name: Payment Received
- Conditions - Payment Type = Cash
- Actions - CC Payment Selected Value: 0

[JohnS]

Change the Rule - Update Credit Card Tip
Settings Check should be

Settings Check : CCPayment != 0

In 2.99 {:variable} doesn't work in settings check, you just use the variable name without the brackets.

[mwc]

Done! I also created an extra rule. Edited my previous post with the changes.

[JohnS]

First, from the rule 'Update Credit Card Tip' I removed the {:} around CCPayment in Settings
Second, I created a rule:
- Name: Cash Payment Received
- Event Name: Payment Received
- Conditions - Payment Type = Cash
- Actions - CC Payment Selected Value: 0

Or you could create a Ticket Created rule and have CC Payment value 0. Then it only changes when CC is selected as payment type.

[mwc]

Ah, ok. Thanks for the help and for also resolving this problem! 

[gugely36]

Hi JohnS,

Thanks for all your posts, they have helped me tremendously. However to the issue above I till seem to have a problem. I use SambaPOS 2.99. I used your directions on using access Amount on Credit card as Tip, as well as your manual to show the Amount due, change due.

however it is doing something very strange.

1. When I print the bill then afterwords settle the amount it does not show the payment made and change due amount, However if I settle a ticket, then pay the ticket and then manually print the bill then it will show the due and payment amount.
2. When the the payment and due amounts print, it prints the Tendered: and Change Due amounts in the Header of the ticket.

I use the following action:

Update Tips with CC Change
CC Payment Selected
Ticket Tag - Tendered
Ticket Tag - Change Due
Execute open Drawer
Print Bill

My Rules are :

Update Change Due and Tendered
No Change Due
Update Credit Card Tip
Cash Payment Received
CC Payment Received
Print Bill after CC Pay - only executed a print job on CC payment
Print Bill and open Drawer on Cash - Prints bill on Cash  and opens the till

I am getting really frustrated as I do not know what to do anymore.

your earliest help would be greatly appreciated.

Michael

[JohnS]

1. Sounds like the Bill is printed before Tendered and Change Due are set with values. Check your rule order and make sure Print Bill is the last rule.  Also make sure that automatic printing if turned off in the Print Bill print job.

2. If they are printing in the header, then move the Ticket Tags to the Footer of the Printer Template.