What to do with the change: hand it back now or add it as customer credit

What to do with the change: hand it back now or add it as customer credit

When a customer pays more than the total, Jarbas shows Change: $ X on the payment screen, with a toggle next to it. That toggle decides what happens to the difference.

Toggle on: hand it back now

"The change will be returned to the customer now."

The normal cash situation: you give the difference back on the spot. The order is recorded as paid for the right amount, and the change is noted on the payment.

Toggle off: the change stays on the order

"The change will be added to the order and can be refunded later."

The extra amount stays recorded on the order as an overpayment. Use this when the customer paid something in advance and you'll settle up later.

The third option: credit on the customer's account

If the toggle is off and the order has a customer who can use credit, Jarbas asks when you finish:

Do you want to add change to the customer's account?

Tap Yes and the amount goes onto that customer's account as credit, described as "From order payment change: #number". On their next purchase they use that credit as a payment method.

It's the way out when you have no change in the till and the customer is a regular.

Which to choose

Situation What to do
You have the cash and hand it back Toggle on
Regular customer, no change in the till Toggle offYes to credit
Advance payment you'll settle later Toggle offNo

Why the credit question didn't appear

It only shows up when the order has a registered customer and that customer is allowed to use credit. On a sale with no customer, Jarbas has no account to put it on.



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