Payments & Reconciliation
Assigning permissions for refunds and discounts
Build POS permissions for discounts and refunds, define approval points and check restrictions on the actual plan and location.
Desk
Desk Payments
Follows surcharging, settlement timing, reconciliation and security controls around the till.
Payments & Reconciliation
Checking which POS functions work without internet
Use a task-by-task check sheet for POS sales, payments, returns, peripherals and syncing when the internet is unavailable.
Payments & Reconciliation
Connecting appointments to a counter sale and payment
Start checkout from a booked appointment, confirm service changes and extras, and trace the counter payment to the correct sale.
Payments & Reconciliation
Handling deposits and balances in a service POS
Check deposit booking rules, apply earlier payments to the final service sale and trace changed bookings, refunds and balances.
Payments & Reconciliation
Handling split payments at the counter
Keep split payments on one sale, track the balance and handle a failed part without accidentally charging twice.
Payments & Reconciliation
Managing discounts without losing price history
Keep earlier prices, promotion rules and transaction evidence distinct so POS discounts and advertised savings remain traceable.
Payments & Reconciliation
Managing split bills and tips in hospitality POS
Split bills and tips need a tested flow before the first busy service.
Payments & Reconciliation
Matching terminal payments to POS sales
Match card-terminal transactions to POS sales, investigate paid and unpaid mismatches, and avoid duplicate charges.
Payments & Reconciliation
POS offline and outage planning
Plan what staff can sell and how they can take payment when the internet, POS service or terminal fails, then check pending transactions after recovery.
Payments & Reconciliation
POS payments and reconciliation
Understand how POS sales, cash and card payments, and bank payouts fit together, and how to investigate differences.
Payments & Reconciliation
POS security and controls
Set POS access by role, protect administrator accounts, review transaction exceptions and remove access when staff leave.
Payments & Reconciliation
Reconciling end-of-day cash and card totals
Use a repeatable close to count cash, match card takings and explain why the later bank payout differs.
Payments & Reconciliation
Reconciling transactions after a connection returns
Check offline payment outcomes, synced orders and manual outage entries after the POS reconnects, with a clear exception record.
Payments & Reconciliation
Recording sales during a payment terminal outage
Record items, amounts and payment status when an EFTPOS terminal fails, without mistaking a POS paid mark for a confirmed card charge.
Payments & Reconciliation
Resolving order mismatches across connected systems
Trace a missing, duplicated or changed order across its platform, POS and preparation record without hiding the original status.
Payments & Reconciliation
Reviewing customer-data access at the till
Check which till roles can view, edit, delete or export customer records against the actual plan, location and access routes.
Payments & Reconciliation
Reviewing voids and cash adjustments
Review POS voids and cash adjustments using the right records, trace exceptions and keep unexplained differences open.
Payments & Reconciliation
Separating gross sales from refunds and discounts
Gross sales, discounts and refunds should appear as separate lines in a trading review.
Payments & Reconciliation
Testing a delivery platform integration
Check the live menu, outlet mapping, order handoff and kitchen output before relying on a POS delivery connection.
Payments & Reconciliation
Training casual staff on refunds and voids
Teach casual staff when to correct, void, return or refund a sale, and when to seek manager approval.