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POS: Purchasing and Paying with Different Methods for Guest Clients
POS: Purchasing and Paying with Different Methods for Guest Clients

The guest clients have the option of using various payment methods when purchasing products.

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over 2 years ago

Fit Pro Tracker has improved the Point of Sales Feature to continuously help your business.

Go to the left side panel to purchase the product (s) of your client. Select the POS tab from the Retail Menu.

Choose the product or item of your client. You can select from the top-level categories or from the displayed items in the middle.

The total amount of the products is shown on the right side. Once you have finished adding the product(s) to the cart, click the Checkout button.

You will be directed to this page. Guest clients will be able to complete the necessary purchase transaction smoothly with the help of the different options below.

  • Select Customer (Guest or Existing Client)

  • Payment Method (Cash, Credit Card, or Terminal)

  • Review Items (Items purchased)

  • Continue Shopping (If you want to add more products)

  • Order Summary

In the POS Cart, guest clients can pay for the products in various ways. The user can toggle between the payment methods with CASH and CREDIT CARD.

Here are the options you have for the client based on the payment method.

For Guest Client Paying Cash

  1. Click on Guest Person on the Select Customer selection.

  2. Select the Cash payment option. Enter the tendered amount.

  3. Review your items/products before completing your transaction.

  4. Click the Complete Order when you’re finished.

For Guest Client Paying with Credit Card

  1. Click on Guest Person on the Select Customer selection.

  2. Select the Credit Card payment option. The user can manually enter the required information. The name will automatically appear on the Select Customer option.

> First Name

> Last Name

> Email

> Card Number

> Expiry Date

> Secure Code

3. Review your items/products before completing your transaction.

4. Click the Complete Order when you’re finished.

Important Notes:

> You can toggle the send receipt option to send a copy of the transaction to the email.

> Adding a Guest person via card payment will create the following:

  • New Contact Lead

  • Zift Customer Profile

  • New Payment Method

For Guest Client Paying Both Cash and Credit Card

  1. Click on Guest Person on the Select Customer selection.

  2. Select the Cash and Credit Card payment options. The user can also manually enter the required information.

> First Name

> Last Name

> Email

> Card Number

> Expiry Date

> Secure Code

Important Note: Do not forget to change the Cash Amount.

3. Review your items/products before completing your transaction.

4. Click the Complete Order when you’re finished.

Different payment methods available for guest clients when they shop make purchasing easier.

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