Managing Payments

YQueue OMS has been designed to support common payment workflows out of the box, including cash and ad-hoc credit/debit card payments.

Viewing Order Transactions

To view a summary of all transaction activity against an order, tap the "Payment History" tab when viewing an order.

The table presented on screen is intended to provide a quick overview of the state of all transactions and their associated refunds (if any).

Payment Method

This column indicates the payment method that was used to process the transaction.

Total

This is the total value of the original transaction, before any refunds.

Collected

This is the total monetary amount that has been collected from the transaction. You can expect this amount to be transferred into your bank account upon settlement.

Status

This indicates the current status of the transaction.

Date & Time

This is the date/time that the original transaction was processed.

Refunds

Immediately under each transaction record YQueue OMS will display the details of any successful refunds that have been recorded against the transaction. This is illustrated with the cash payment in the image above.

Recording Cash Payments

To record a cash payment, tap the "Pay Now" button on the bottom right of the order management screen. When prompted (see the below image for an example), enter the cash that was tendered by the customer.

Tip: Use the +$5, +$10 buttons above the keyboard to quickly tally multiple denominations. 

Managing Change & Receipts

Once the tendered amount has been entered, any change due will be presented and the option to email a tax invoice to the customer is provided.

Card Payments

To record a card payment, tap the "Pay Now" button on the bottom right of the order management screen. When prompted (see the below image for an example), enter the amount to capture into your payment terminal. Once you confirm a successful payment, key in the same amount into YQueue OMS.

Note: It's important that you only record card transactions that are successfully processed by your payment terminal, and that you ensure the amount entered is correct.

Sending Receipts

Once the tendered amount has been entered a confirmation window will be presented with the option to send a receipt via email.

Processing Refunds

YQueue OMS supports refunding entire orders and refunding specific transactions. Generally speaking the first option is the most convenient for when you simply want to return the customer's money and "close off" the order.

Order Refunds

To refund the order tap the three dots next to the "Pay Now" button in the bottom right of the screen. From there, tap "Refund & Cancel Order".

Transaction Refunds

Partial refunds must be performed on a per-transaction basis (as YQueue OMS is unable to determine the most efficient refund method by itself). To perform a refund against a specific transaction, tap the "Payment History" tab when viewing an order and then tap the "Refund" action next to the transaction you wish to refund.

Enter the amount you'd like to refund (it cannot exceed the original value of the transaction, minus any refunds that have already been processed). You can also choose to cancel the order at the same time as processing the refund.

FAQ

I tried to process a refund but am presented with an error message. Why?

Some of our payment gateways do not support full and/or partial refunds. If you are unable to process a refund from within YQueue OMS, please contact your account manager for assistance.

I want to change the default payment method.

To toggle the default payment method, hit the settings cog in the bottom right of the screen, tap "Payments" in the left hand menu and then tap "Default Payment".