Difficulty Level - Expert Impact - Organization Level

Tenders are all the other modes of payment that you accept, apart from hard cash. These include the different types of debit and credit cards, gift cards, online payments, payments through third party delivery services, etc.

To access Tenders settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Financial from the Filter drop-down list.

    2. Click on Tenders from the List box in the left pane.

The following information is displayed on the settings page:

CLEARVIEW includes a set of most common tenders as default to save you the trouble of having to create them. These tenders can be deactivated, by editing the tender, if your organization does not accept it.

ClosedCreate a Tender

  1. Go to Tenders settings.

  2. Click on the Create button.

  3. In the Create Tender window:

    1. Enter the credit code of the tender on the POS system Point Of Sale system - the system/register used to bill customers and track sales. in Code.

    2. Enter the name or type of tender in Description (for example, Debit, Visa, Mastercard, Online Order, XYZ Gift Card, ABC Deliveries).

    3. Select Active from the Status drop-down list to start accepting the mode of payment immediately or Inactive if you prefer to activate it later.

    4. If there's a Loyalty Card to be mapped to the tender, select it from the drop-down list.

      ClosedTo create a loyalty card:

      1. Click on Create New.

      2. Enter the name of the loyalty card in Description in the Create Loyalty Card window.

      3. Click on the Create button.

    5. If you'd like all refunds to the tender included in Reports > Financial > Accounting Summary, select Yes in the Display Refund Tender on Account Summary drop-down list.

      The refunds will show in the Accounting Summary report only if your POS system Point Of Sale system - the system/register used to bill customers and track sales. transfers the data to CLEARVIEW.

    6. Click on the Create button.

ClosedEdit a Tender

  1. Go to Tenders settings.

  2. Click on the Credit Code of the tender you want to edit.

  3. Change the details in the Update Tenders window as required.

  4. Click on the Update button.

ClosedDelete a Tender

  1. Go to Tenders settings.

  2. Click on the Credit Code of the tender you want to delete.

  3. Click on the Delete button.

Only tenders that have not had any transactions can be deleted.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.