Payment | SalesPlay Help Center

Payment - Back Office

Bulk Price Changes

Click 'Product' Tab → Click 'More Options ' Tab → Select 'Bulk Price Change'

Form Information
  • Click on 'Bulk Upload' button
  • Click on 'Download' button to download the CSV template
  • Here you can edit the CSV file and can add price change details according to the template ( Refer the CSV Formatting Guidelines)
  • Click on 'Browse' button to browse the file from your device
  • Click on 'Upload' button to save the product details
Create Pricing Plans

Click 'Product' Tab → Click 'More Options ' Tab → Select 'VIew Pricing Plans'

Form Information
  • Provide the Pricing Plan Name
  • Click on 'Create' button to create the pricing plan
  • Select the Terminal
  • Entered Pricing Plan Name displayed here
  • Select the Start Date
  • Select the End Date
  • Select the Status as enable / disable (if you keep this enable the prices will available in billing interface)
  • Select Category ( Refer how to create categories in the manual)
  • Select the Product(s)
  • Enter the Quantity
  • Regular Unit Price displayed here
  • Enter New Price
  • Click on 'Add to set' the item to the pricing plan
  • Click on 'Create' button to create complete pricing plan
Create Discount Plans

Click 'Product' Tab → Click 'More Options ' Tab → Select 'View Discount Plans'

Form Information
  • Provide the Discount Plan name
  • Click on 'Create' button to create the discount plan
  • Select the Terminal
  • Entered Pricing Plan name displayed here
  • Select the Start Date
  • Select the End Date (Optional)
  • Select the Plan Type ( attach to receipt or attach to product )
  • Select the Discount Type as percentage or value
  • Select the Customer Apply Option as yes or no
  • Select the Apply to Receipt Type as automatically or manually
  • Enter the Discount value here
  • Select the Status as enable or disable
  • Click on 'Next' button to navigate to plan days
  • Select the Days (selected day or all the days)
  • Click on 'Add' button to continue
  • Click on 'Create' button to create discount plan
Create Payment Type

Click 'Sale' Tab → Click 'More' Tab → Select 'Payment Type'

Form Information
  • Provide the Payment Name
  • Put a tick if the Payment Type is a free of charge payment
  • If you wish to create the payment type, click on 'CREATE' button

Create Payment Type - Extra Options

Click 'Sale' Tab → Click 'More' Tab → Select 'Payment Type'

Form Information
  • By clicking on the selected Payment Type, you can successfully change the status (enable / disable) of the payment type
  • By putting a tick in check box of the Selected Payment type, you can successfully change the free of charge option of the adding
Currency In Receipt

Click 'Sale' Tab → Click 'More' Tab → Select 'Currency In Receipt'

Form Information
  • Enter the Currency
  • Enter the Value
  • If you wish to save the currency, click on 'Save' button
    • Note : You are allow to enable or disable this currency by putting a tick on Enable
      Enable – Tick to enable check box
      Disable – Leave the check box empty

Payment - POS System

Create Payment Type

Select 'Main Menu' Icon → Select 'Sales' Menu Tab → Select 'Payment Type' Link 

Form Information
  • Provide the Payment Type name (Refer Image 03)
  • If you wish to save the payment type, click on 'Save' button
Payment Gateway

Select 'Main Menu' Icon → Select 'Settings' Menu Tab → Select 'Payment Gateway' Link

Form Information
  • Select the Payment Gateway (Refer Image 03)
  • You can turn on/off Status here
  • Enter the Publishable Key here
  • Enter the Secret Key here
  • Select the Payment Gateway Currency
  • System currency is displays according to the payment gateway
  • If you wish to save the payment gateway, click on 'Save' button

Payment Gateway - Extra Options

Select 'Main Menu' Icon → Select 'Settings' Menu Tab → Select 'Payment Gateway' Link

Form Information
    • You are allow to Enable or Disable payment gateway by turn on/off here
Make a Sale

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Select an Item (Refer Image 02)
  • Select the Order Type ( Refer how to assign default order type in manual )
  • Selected Item Name, Quantity and Price are display here
  • Click on 'Charge' button to sale the selected item
  • Select the Payment Method as Cash or Card (Refer Image 03)
  • Total Amount is displays here
  • Click on 'Charge' button
  • Purchase Item is over (Refer Image 04)
  • You are allow to Start a New Sale here
Multi Payment

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab 

Form Information
  • Click on 'Charge' button ( Refer Image 01 )
  • Total Amount is displays here ( Refer Image 02 )
  • Select the 1st Payment Method as cash / card ( Refer Image 03 )
  • Enter Lesser Amount (compared to total amount) for multi payment
  • Click on the Dollar Sign Icon to continue multi payment
  • Select the 2nd Payment Method as cash / card ( Refer Image 04 )
  • Enter the rest amount of the Total Amount
  • Click on the Dollar Sign Icon to continue multi payment
  • Remaining Amount is displays here ( Refer Image 05 )
  • Selected Multi Payments are display here
  • Click on 'Charge' button charge the amount
Create Advance Payment to the Sale

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Selected Items are display here (Refer Image 01 )
  • Click on this Icon button to do advance payment
  • Click on Advance Payment link button (Refer Image 02 )
  • The Full Payment amount is display here (Refer Image 03 )
  • Provide the Advance Payment amount (Refer Image 04 )
  • Click on 'Charge' button

Complete the Advance Payment

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information

Note : The payment must be completed with only two procedures as advance payment and remaining payment.

  • Click on this Icon button to complete the advance payment (Refer Image 01 )
  • Click on advance Icon button (Refer Image 02 )
  • Click on this Icon to continue the process (Refer Image 03 )
  • Click on 'Charge' button (Refer Image 04 )
  • Remaining Amount of payment is displays here (Refer Image 05 )
  • Click on 'Charge' button to complete the payment

Advance Payment - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • You are allowed to View the advanced Payment here
  • You are allowed to Print the bill of the advanced Payment here
  • You are allowed to Complete the advanced Payment here
Currency In Receipts

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Currency In Receipts' Link

Form Information
  • Enter the Currency ( Ex : USD ) (Refer Image 03)
  • Enter the Value
  • If you wish to save the alternative currency, click on 'Save' button

Currency In Receipts - Extra Options

Select 'Main Menu' Icon → Select 'Sale' Menu Tab → Select 'Currency In Receipts'

Form Information
  • You are allow to Enable or Disable the alternative currency here
  • You are allow to select the Currency here
Discount

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Selected Item is displays here (Refer Image 01)
  • Click on the discount Icon
  • Select the Discount Type as value / percentage (Refer Image 02)
  • Provide the Discount Value / percentage
  • Click on 'Add' button
  • Subtotal is displays here (Refer Image 03)
  • Discount Amount is display here
  • Click on 'Charge' button
  • Total Amount after the discount is display here (Refer Image 04)
  • Click on 'Charge' button
Create Pre Bill

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Selected Items are display here ( Refer Image 01 )
  • Click on this Icon button create pre bill
  • Click on 'Create Pre Bill' ( Refer Image 02)
  • Click on 'Save' button ( Refer Image 03 )

Close the Pre Bill

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Click on this Icon button to close the pre bill (Refer Image 01 )
  • Click on Pre Bill Icon button (Refer Image 02 )
  • Click on this Icon to continue the process (Refer Image 03 )
  • Click on 'Charge'  button (Refer Image 04 )
  • Click on 'Charge' button to close the pre bill (Refer Image 05 )

Pre Bill - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • You are allowed to View the pre bill here
  • You are allowed to Update the pre bill here
  • You are allowed to Close the pre bill here
Payment Customer Order

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • Click on this Icon button ( Refer Image 01 )
  • Click on this Orders Icon button to View the created orders ( Refer Image 02 )
  • Click on Update Icon button ( Refer Image 03 )
  • Selected Products are listed here ( Refer Image 04 )
  • Click on 'Charge' button
  • Click on 'Charge' button to confirm the payment ( Refer Image 05 )

Payment Customer Order - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information
  • You are allowed to View the customer order here
  • You are allowed to Update the customer order here
  • You are allowed to Complete the advanced Payment here