Selling and Payments
Take a gift card payment and check a balance
The Genius reader handles the full set of gift card operations: loading value, checking or adjusting a balance, and redeeming. Take a gift card payment On the ticket, tap Tender, then Gift Card > Read from Payment Terminal. The customer swipes the ...
Take a credit card payment in Genius for Retail
Card payments are taken through the Genius reader, with the customer facing display prompting the guest. Start the payment On an existing ticket, tap Tender, then Credit Card > Add Payment. The CFD prompts the customer to insert, tap or swipe. ...
Add a sales rep to a retail ticket
Sales reps on a ticket drive commission and sales rep reporting. Steps At the top of the POS screen, click + Sales Rep. In the popup, tick the boxes next to the names you want, or type a name in the search box and press enter. One rep or several One ...
Add a customer to a retail ticket
Attaching a customer to a ticket is what makes purchase history, loyalty and marketing work. It takes about ten seconds. Steps At the top of the POS screen, tap + Add Customer. Fill in the required customer fields, plus any other detail the site ...
Ring a sale in the Genius for Retail POS
The basic sale: open a ticket, add items, tender. Start the ticket Once logged in, begin a sales ticket from the POS screen. Add items Scan the item barcode, or search for the item. From the item page, tick several boxes and tap + Add Selected Lines ...
Find and review transactions
The Transactions area in the Merchant Portal is where you answer any question that starts with what happened on this sale. Transactions The Transactions page under the Transactions menu shows every transaction for the location and register you have ...