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Tips not calculated and Rounded Cash (for VISA)
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 Posted: Mon Nov 25th, 2019 06:28 am
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strangelittlun
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Hello,

We've recently updated to a new version (4.2.1.1921) and noticed two things that I'm not sure how to fix.

Tips not calculated properly & Rounding Cash issue

I did two different methods. (1) paying with Credit card, and (2) paying with rounded cash.
In both of these examples, the bill came up to $2.26, and $3.00 was paid, with $0.74 as "tip".

(1) when the credit card was used as payment (see attached till close summary on the right). it shows that the "Payment" was $3.00 with change of $(0.74). With till total as $202.26, and no tips under tip summary. Also, if you look at the total payments by type, the "tips" is show above cash with a blank line

(2) when cash was paid (see attached til close summary report on the left). It is correctly showing the payment, of $3 cash paid, and tips owed of $0.74. However, previously, This would have included in our "cash" total, and if there were any rounding, it would show up under "rounding cash". However, now, we would not be able to tell what the rounded variance is.

Any help is appreciated!

Thanks,

Leanne

Attached Image (viewed 79 times):

IMG_20191125_012138.jpg



 Posted: Mon Nov 25th, 2019 03:10 pm
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garyt
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Please update to version 4.2.3 and  then run the test again.  There have been many changes made in this area since version 4.2.1



 Posted: Mon Nov 25th, 2019 05:37 pm
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strangelittlun
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Hello Gary,

Would you be able to guide me in how I can obtain the install for 4.2.3? I've tried submitting my information for the current version of Point of Success Special Edition, but when i go to install, it's still telling me that the version being installed is 4.2.1.1921.

Thanks,

Leanne


Update: I was able to get the latest version by contacting Help desk. Thank you for your help!

Last edited on Mon Nov 25th, 2019 07:36 pm by strangelittlun



 Posted: Mon Nov 25th, 2019 08:42 pm
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strangelittlun
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garyt wrote:
Please update to version 4.2.3 and  then run the test again.  There have been many changes made in this area since version 4.2.1



Hello, I've installed 4.2.3.1931 and ran the test again and it looks like the same thing is happening.

This time, the bill is $2.26 with $0.25 tips

(1) payment via credit card is still not showing the tips in the tips summary section

(2) payment via cash, is correct, but it's still separating our Beginning cash total of $200 and all the rounded cash payments.

Please see attached.

Attached Image (viewed 63 times):

Test 2 Nov 25, 2019.jpeg



 Posted: Tue Nov 26th, 2019 03:32 pm
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garyt
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You'll need to call support so we can retrieve your data and know which templates are in use as well and as the edition you are using.
We will test to see why your results are coming out so differently.



 Posted: Fri Dec 13th, 2019 03:41 am
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strangelittlun
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One of my staff noticed something else.

Previously, we would click tip amount, enter the payment type, and then pay in full, and the tip amount would be included.

Now, it looks like when we click and enter tip amount, after we enter the payment type and pay in full, the tip goes back to $0. We will need to enter in the tip amount again before finalizing the bill, or else the tip portion of the visa payment will be handled as "change".



 Posted: Fri Dec 13th, 2019 03:06 pm
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garyt
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For credit card transactions, tips should only be entered after the pre-authorization has occurred or in other words, only during the finalize process.  In fact, the purpose of the finalize process is to add a tip to the already authorized amount.
For cash and other non credit card transactions, then use the tip button on the green pay screen to add the tip before selecting the tender type.
In a future release you will find that the tip function will be tied to the tender.  We learned that some users were incorrectly adding a tip prior to the credit card pre-auth (which can create one or more problems with the credit card transaction, one of which you clearly identified in your posting); so as a workaround our next release, version 4.3, will remove the tip (if added too early) so that it can be added during the finalize process.



 Posted: Sun Dec 15th, 2019 03:19 am
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strangelittlun
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garyt wrote:
For credit card transactions, tips should only be entered after the pre-authorization has occurred or in other words, only during the finalize process.


I'm not quite sure what you mean. Is this under the assumption that our credit cards are tied with our payment process system? What happens if they are not? How do we differentiate between pre-authorization and finalize process?



 Posted: Mon Dec 16th, 2019 03:32 pm
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garyt
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Most of our users are integrated for credit card processing. This creates a situation where the card is swiped or "dipped" (that's the correct term for chip cards). The result is a pre-authorization.  Once the pre-auth is complete, the FINALIZE button is available to complete the transaction.  When the finalize button is selected, the user is asked to enter the tip amount.
In the case where the user is NOT integrated, then Point of Success is simply recording a transaction as Cash, Credit, Gift Certificate, etc.  Then in that case, the tip should be entered before the tender is selected.  There is no followup transaction and therefore the tip remains as it was entered.
Are you following some sort of a modified procedure from either of the two described above?  if so, please list step by step how your staff is handling transactions.  I'd be glad to follow their steps in a test and advise the results.



 Posted: Mon Dec 16th, 2019 10:06 pm
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strangelittlun
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garyt wrote:
In the case where the user is NOT integrated, then Point of Success is simply recording a transaction as Cash, Credit, Gift Certificate, etc.  Then in that case, the tip should be entered before the tender is selected.  There is no followup transaction and therefore the tip remains as it was entered.
Are you following some sort of a modified procedure from either of the two described above?


Hello Gary, This is what we have been doing prior to the updates with no issues.
- click on the invoice that is being paid,
- click the "Pay" button.
- When the payment screen appears, we would enter in the tip amount
- click the corresponding payment type,
- click the "Pay in full $xx.xx" button,
- then press done

With the update, we are doing the same, however, we noticed the following (see figure 1 in image). Under the bottom, it would show the tip amount that's entered above as "Change". When we hit done, in this specific example, it would show 8.78 as payment and then a blank link with -2.00.

We also found a work around, which is once we click pay in full, if we go back into tips and enter the amount again, the "change" of $2.00 disappears from the bottom and then this amount gets recorded in tip correct (see figure 2 in image).

Is there something that can be done so that we do not need to double enter the tips for it to process correctly?

Thanks.

Attached Image (viewed 29 times):

Picture.png



 Posted: Tue Dec 17th, 2019 10:22 pm
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garyt
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We just released verson 4.3 last Friday.  Try updating to version 4.3 and see if this resolves the issue. Please post back if it does not. There were a lot of changes in the payment area and in the meantime, I will turn on rounding cash and test the same scenario.

This does sound like an issue due to using rounding cash which would not be present if rounding cash were turned off.  Again, I will test with our new version and with rounding cash turned on.  Version 4.3 and post back my results.



 Posted: Fri Dec 20th, 2019 08:55 pm
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garyt
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I've completed testing and I am not able to obtain the same results that you are seeing.  I am using Point of Success Premium version 4.3.
I have the following settings:
  • No integrated processing
  • One cent rounding is enabled.
  • Tender type is set to credit card
  • I've entered a tip on the pay screen before choosing the tender type-credit.
Either you have a setting different from mine or your procedure is not exactly the same as mine.Again, if you'd like to send our data to us, I'd be glad to supplant it on my system and see if I have the same results. 

ONE PASSING THOUGHT:Try going to Office Manager>Tools>Select The Tender Types.Then choose CLEAR BUTTONSThen choose RESET BUTTONS TO DEFAULTS
There could be an issue with the tender type associated with the specific tender button.



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