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Making a Custom Charge Sale on your Device

Step-by-step guide for charging a customer a custom amount from your device

J
Written by Jon Manierre
Updated over 2 weeks ago

In order to charge a customer a specific amount, follow the steps outlined below:

  1. From the Home screen select the 'Charge' action button

  2. Look up an existing customer, or add a new one (optional)

  3. Enter the amount of the custom charge using the pinpad

  4. Select any additional options (dependent on your VanillaPOS version and settings):

    • Apply a promotional code*

    • Use a gift card*

  5. Press the 'Enter' button in the lower right hand corner of the pin pad (the light-colored button with the arrow pointing towards the right)

  6. You will then be brought to the checkout screen, where you can:

    • Enter a Tip amount* at this point using the 'Add Tip' option displayed below the Totals near the bottom of your screen.

    • Complete the sale by pressing the 'Pay' button and asking the customer to provide their payment method (tap to pay or swipe or insert card)

  7. Once the Transaction is completed, provide a receipt to the customer

    • Choices include printing a receipt (if a compatible printer is connected to your device), emailing a receipt, and sending a receipt via text/sms.

    • If your organization has activated a CRM integration, customers can also opt in to receiving communications at this point by providing their name and email address.

Please Note: You can use the 'Clear Sale' button located at the bottom of the screen to reset any custom charge up until the transaction has been initiated.

* Feature availability is dependent on settings configured at the organization level. If a feature is not visible on your device, it has not been enabled by your administrator.

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