Working with a Point of Sale Transaction

Your agency might have a fee that it does not with a record. For example, you might want to sell a map of the county, copies of records, or souvenir shirts. You can create a point of sale transaction to receive these types of payments.

Topics

Creating a Point of Sale Transaction

To create a point of sale transaction

  1. Navigate to the Point of Sale portlet.

    Civic Platform displays a list of point of sale transactions.

  2. Click New.

    Civic Platform displays the Fee Items portlet.



  3. Complete the fields and enter the quantity of the fee item.

  4. Optionally do all of the following to add fee items:

    1. Click Add.

      Civic Platform adds another blank fee item.

    2. Complete the fields and enter the quantity of the fee item.

  5. Click Submit.

    Civic Platform invoices the POS transaction and displays the Payment portlet.

Receiving Payments for a Point of Sale Transaction

After you invoice a Point of Sale transaction, you can pay for the transaction. Before you can process a payment, however, you must start a cashier session. For information about managing cashier sessions, see Working with a Cash Drawer Interface.

To receive a payment for a point of sale transaction

  1. Navigate to the Point of Sale portlet.

    Civic Platform displays a list of point of sale transactions.

  2. In theTransaction ID column, click the link to the point of sale transaction you want.

    Civic Platform displays the transaction details.

  3. Click the Fee Items tab.

    Civic Platform displays the Fee Item payment list.

  4. Select the POS transaction you want to pay.

  5. Click Pay.

    Civic Platform displays the payment details.

  6. Complete the form with available data (see Cash Payment Details for field descriptions).

  7. If you are processing additional payments, click Pay More and repeat step 5.

    Note:

    The Pay More option lets you quickly record successive payments from different payees as well as payments from one payee who uses various payment methods.

  8. After you receive all payments, click Submit.

    Civic Platform displays a list of Point of Sale transactions.

  9. Do one of the following:

    • To allocate a payment, see Allocating Payments.

    • If you do not want to allocate a payment at this time, click Cancel.

  10. Do one of the following:

    • If prompted to generate a receipt of payment, mark the check box next to the payment you want and click Submit.

    • If you do not want to generate a receipt of payment, click Cancel.

      Civic Platform returns to the main payment summary.

Viewing Point of Sale Transaction Detail

You might need to view the status, the payment method, or the name of the cashier who completed a POS transaction.

To view a point of sale transaction

  1. Navigate to the Point of Sale portlet.

    Civic Platform displays a list of point of sale transactions.

  2. In the Transaction ID column, click the link to the point of sale transaction you want.

    Civic Platform displays the transaction details.

  3. Click the Transaction Detail tab.

    Civic Platform displays the transaction details.