INTRODUCTION
Feature Summary: The POS checkout screen allows staff to:
Select the member associated with the purchase
View the shopping cart subtotal and total
Apply account credit if available
Choose from multiple payment methods
Enter a custom payment amount
Split a transaction across multiple payment types
Common Use Cases: The POS checkout system supports several front desk scenarios:
Applying available account credit: A member has credit on their account that can be applied toward the purchase.
Charging items directly to a member account: Retail purchases can be added to a member’s account balance.
Accepting different payment types: Customers can pay with cash, check, gift card, or manual credit card entry.
OVERVIEW
The Point of Sale (POS) checkout screen allows staff to process retail transactions using several different payment methods. After items are added to the shopping cart and Checkout is selected, staff can choose how the customer will pay, optionally apply available account credit, or divide the purchase across multiple payment methods using Split Payment.
This article explains the available payment options, how account credit works during checkout, and what changes when Split Payment is used.
Launching POS and Opening the Checkout Screen
To begin a POS transaction:
Navigate to Point of Sale.
Select Launch POS.
Add one or more items to the shopping cart by clicking Add to Cart.
From the shopping cart, apply any discounts. Learn more here.
Once the shopping cart is complete with the selections, click Checkout.
Checkout
The Checkout window displays the item details, subtotal, and available payment options.
Member Selection and Account Details
On the right side of the checkout screen, staff select the member associated with the transaction.
Once selected, the system displays:
Amount Due (see note below)
Available Account Credit
If the member has account credit available, the system will display the credit balance and provide the option to apply it.
Note: On the Checkout screen, the Amount Due displayed directly under the member’s name reflects the total balance currently owed on the member’s account, not the total for the POS transaction.
Available Payment Methods
The POS checkout screen supports multiple payment options. Staff can select from the following:
Charge to Account: Adds the purchase (or balance applied) to the member’s CourtReserve account. The charge will be posted to Unpaid Fees on the member’s account with a description of Point of Sale.
Example: If a $20 purchase is split between $10 Cash and $10 Charge to Account, the remaining $10 will be added to the member’s account balance as an unpaid fee. As a result, the member’s Amount Due on their account will increase by $10.
Card on File: Charges a saved payment method from the member’s payment profile, such as a stored credit card or eCheck, to complete the transaction. If multiple payment methods are saved, staff can select which one to use. Note: this option only appears if the selected member has a saved payment profile.
Credit Card (Swipe or Manual): Allows staff to process a credit card payment by swiping the card through a connected reader or entering the card details manually.
Cash: Used when the customer pays with physical currency. When Cash is selected, staff can enter the amount tendered in the Enter Payment Amount field. The system will then display the Change Due at the bottom.
Check: Used for payments made by check. Staff can enter a check number for reference, if desired.
Gift Card: Note that prepaid gift cards are not currently supported. If Gift Card is selected as the payment method, the transaction will be recorded as a Paid Fee with a Payment Type of Gift Card. To track these transactions, system users can run the Transactions List report and filter for Paid Fees with a Payment Type of Gift Card.
Understanding Split Payments
The Split Payment feature allows staff to divide a purchase across multiple payment methods. This is useful when a customer wants to pay using more than one payment type.
However, once a split payment is initiated (when the payment amount entered is less than the total amount due), the remaining balance can only be completed using Cash, Check, or Gift Card. Only certain split payment options may appear depending on what was already used in the initial payment (for example, if Cash is selected, the Split Payment payment options will be Check or Gift Card).
Example: A player’s total purchase is $100. Staff enters $50 in the Enter Payment Amount field and selects Card on File. The system then shows Amount Remaining: $50. Staff clicks Add Split Payment, selects Cash as the second payment method, and processes the remaining $50 to complete the transaction. In this example, $50 was charged to the member's Card on File and $50 was applied to Cash.
In this example, if the staff chose to email receipts, the member will receive two emailed receipts—one for the credit card transaction and one for the cash transaction.
