Setting Up Your Point of Sale (POS) System

Created by Marcus Harvey, Modified on Wed, 14 Dec 2022 at 07:25 PM by Christopher DiGirolomo

 

 

 

POS system setup for Halfmoons transactions

 

 

To record Halfmoons transactions, you'll first need to add Halfmoons as a payment method. After it has been configured as such, you'll be able to select it when a customer asks to redeem their Halfmoons for a purchase at your business. Configuration of new payment methods / tender types are different for each POS system. Please find your system's name and click the link for full configuration instructions.

 

 

A. Setup for POS systems with automatic transactions record:

 

  • Square - Read full instructions here

  • Toast - Read full instructions here POS system setup for Halfmoons transactions

  • Revel - Read full instructions here

  • Clover - Read full instructions here

  • Thrive - Read full instructions here

  • Lightspeed - Read full instructions here

  • Quickbooks - Read full instructions here

  • Future - The steps are as follows: Go to the Back Office section ⟶ Maintenance ⟶ Media ⟶ Media Maintenance ⟶ Find a media (tender) option that is not already preloaded ⟶ add this media option ⟶ name it Halfmoons ⟶ Save ⟶ it should take several minutes for the Halfmoons option to save and appear as a tender type.

  • Cash App - Does not support a new tender type, must be setup manually (see below).

 

 

 

B. Setup for POS systems with manual transactions records:

 

In case you use a manual register, or your existing POS system does not support adding a new tender type, we recommend you have a manual record for Halfmoons transactions. Here are few suggestions:

  • Marking any receipts that are paid for with Halfmoons in a distinguishable way (such as writing the letter 'Halfmoons' on the receipt) and filing the receipts for reconciliation at the end of each payment period.

  • Logging every Halfmoons transaction on a spreadsheet or other bookkeeping software.

  • Repurposing an existing tender type that is not used (for example an IOU button or a Gift Certificate button). This button or tender type should be exclusively used to record Halfmoons transactions and will effectively serve as the Halfmoons button on their POS.

 

 

 

To continue giving your customers the best service, please make sure to train your staff on the Halfmoons redemption transactions.

 

 

 We are always happy to assist you. For any further inquiries, please contact our support team at uticaproud@colu.com


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