Take payments in Aident CashPro
This article explains how payments are processed in Aident CashPro.
Before you begin
A payment can only be started if:
- there is an open receipt of type Sale
- the receipt contains at least one supported sales line
CashPro calculates the remaining amount based on the receipt lines.
Supported payment groups
The current implementation supports these payment groups:
- Cash
- Voucher
- Credit Card
- Debit Card
- Mobile
The available options depend on the payment methods configured for the register.
Start a payment
- Open or create a sale receipt.
- Add the required item, resource, set item, or voucher lines.
- Choose the payment action.
- Select a payment method.
If the receipt total becomes zero after payment, CashPro closes the receipt.
Cash payment
CashPro supports two main cash scenarios:
- payment with the exact amount
- payment with an entered amount, including change
Pay with the exact amount
If the customer gives the exact amount, CashPro can post the payment directly.
Enter a received amount
If the cashier enters a received amount, CashPro compares it to the receipt total.
If the received amount is less than the total
CashPro:
- creates a payment line
- reduces the remaining amount
- keeps the receipt open for another payment
If the received amount is greater than the total
CashPro:
- creates the payment line
- calculates the change
- adds a change line using the opening-balance payment method
- opens the cash drawer
- shows the change amount
Foreign-currency cash payment
If the selected cash payment method uses a different currency than LCY, CashPro uses the configured currency factor to convert the amount.
Make sure the required currency factor setup exists before using foreign-currency cash payments.
Voucher and gift card payment
Voucher-type payment methods can be used to redeem gift cards or other vouchers.
The cashier scans or enters the voucher number. CashPro then checks the remaining amount on the voucher.
If the voucher amount is less than the receipt total
CashPro:
- applies the full remaining voucher amount
- creates a voucher redemption entry
- keeps the receipt open for additional payment
If the voucher amount equals the receipt total
CashPro:
- applies the voucher in full
- closes the voucher
- creates the redemption entry
- finishes the receipt
If the voucher amount is greater than the receipt total
CashPro behavior depends on Disburse Remaining Amount in Global CashPro Setup.
If remaining amount disbursement is enabled
CashPro:
- applies the full voucher amount
- creates a change line
- opens the cash drawer
- pays out the difference
If remaining amount disbursement is not enabled
CashPro:
- applies only the needed amount
- leaves the remaining amount on the voucher
Card and mobile payments
Card-type payments are processed through CashPro card payment management and the configured payment provider.
Supported payment groups in the current implementation are:
- Credit Card
- Debit Card
- Mobile
The exact user experience depends on your card terminal and provider configuration.
Typical flow
- Choose the card or mobile payment method.
- CashPro sends the amount to the configured provider or terminal process.
- Wait for the authorization result.
- If successful, CashPro adds the payment line.
Depending on setup, card payment can also trigger opening the cash drawer.
What happens when the first payment line is added
When the first payment line is created, CashPro changes the receipt status from Open to Payment.
This indicates that the transaction is already in the payment stage.
Payment prerequisites and common errors
Payment is not possible because no sale is open
CashPro only starts payment from an open sale document.
Payment is not possible because no sales lines exist
At least one supported sales line must exist on the receipt.
Foreign-currency payment does not work
Check whether a valid currency factor is configured for the payment method.