--- title: "Tendering Payments for Cash or COD Customers" canonical: "https://kb.myframeworks.com.au/space/CO/30522558/Tendering%20Payments%20for%20Cash%20or%20COD%20Customers" format: markdown --- # Tendering Payments for Cash or COD Customers ## Overview The **Make Payment** option allows you to process payments for COD (type D) and Cash Card (type C) customers only. This option is not available for account customers. > ℹ️ When you open the tendering screen from the **Make Payment** option, the **Order Value**, **Deposit Required**, **Already Received** and **Remaining Deposit** fields are automatically calculated. These values are based on the combined totals of any transaction with the same transaction number, including all back orders (identified by the back order suffix number on a sales order, for example SO 20009123/01). ## How to Tender Payments for Cash or COD Customers To tender a payment for cash or COD customers within a sales order: 1. Click the **Frameworks Menu** and navigate to **Sales > Transaction Processing > Sales Orders** from the navigation tree. 2. Find and open an existing sales order. > ✅ Refer to [Find an Open Sales Order or Quote](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30520258) for more information. 3. After you have processed the order, click **Actions** to open the actions menu and select **Make Payment**. > ⚠️ This option is only available for Cash and COD customers. 4. In the **Tendering** window, within the **Pay** section, complete the following: a. From the **Tender Type** drop-down menu, select the appropriate tender type. b. In the **Pay** field, enter the amount paid. c. Click **Pay** to tender the payment. > ℹ️ If you need to cancel mid-payment, close the Tendering window and reopen it to start again. > ✅ **Tip: **To print a receipt when processing payments, enable or disable the **Print Receipt** checkbox. This checkbox is automatically enabled or disabled based on the settings in the **Print Account Receipts** field in [Device Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396262). ## Tendering Window The **Tendering** window allows you to process customer payments using multiple tender types. You can split payments across different payment methods, and the window automatically calculates outstanding amounts and change due and tracks all tendered amounts until the payment is complete. ![image](media://0754f9bf-f5d4-406d-ab00-2be90fb459e2)
For more information about Tendering Window options, click here. **Pay Section** **Tender Type** Select the tender type received from the drop-down menu. The available tender types and their behaviour depend on your system configuration: - **Cash**: The figure is automatically rounded to the nearest 5 cents. - **Cheque**: You are also required to enter the **Bank Name**, **Branch Name**, **Drawer Name**, **Cheque Number** and **Approval** fields. - **Credit Card**: If you are running Integrated EFTPOS, you will be prompted to use the EFTPOS terminal. You can also enter credit card surcharges when tendering. - **Rewards Program**: If a rewards program is available, follow the prompts for points allocation. - **Credit Balance**: If a customer has a credit surplus, a **Credit Balance Available** field is displayed and a corresponding tender type will be available from the drop-down menu. All tender types (except Cash) default to the value entered in the **Pay** field. --- **Pay** Enter the amount being paid. --- **Print Receipt** Enable this checkbox to print a receipt of the customer's payment. --- **Order Summary Section** **Order Value** Displays the total value of the sales order. This is automatically calculated. --- **Deposit Required** Displays the deposit required based on the **Default Deposit $** and **Deposit % Required** fields in the company settings. For example, pay $100 or pay a percentage. > ✅ Refer to [Create a New Company](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28405128) for more information. --- **Already Received** Displays the amount already received, if applicable. This is automatically calculated. --- **Remaining Deposit** Displays the remaining outstanding amount to be paid. This is automatically calculated. > ℹ️ The Order Value, Deposit Required, Already Received and Remaining Deposit fields are calculated based on the aggregate values of any transaction with the same transaction number, including all back orders (identified by the back order suffix number on a sales order, for example SO 20009123/01). --- **Payment Summary Section** **To Pay** Displays the total amount to be paid. This is automatically calculated. --- **Total Tendered** Displays the total of all tendered amounts to date. This is automatically calculated. --- **Outstanding** Displays the remaining amount to be tendered. This is automatically calculated. --- **Change Due** Displays the change due to the customer. This is automatically calculated. ---
## Completing the Payment When the payment is fully tendered, click **OK**. A cash receipt is then produced and provided to the customer. # Additional Information > ✅ Refer to [Find an Open Sales Order or Quote](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30520258) for more information on how to search for and open existing sales orders and quotes. > ✅ > ✅ Refer to [Create a New Company](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28405128) for more information on how to configure device settings, including the default Print Receipt option. > ✅ > ✅ Refer to [Device Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396262) for more information on how to set up company deposit requirements and payment defaults.