Knowledge Base
Your search for returned 26 results across 1 page(s). Search Category: Point Of Sale. Software Version: All Versions.
| Applying A Discount In i-Clarity VIDEO: Applying a discount in i-Clarity
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| Creating A Sale And Entering A Payment In i-Clarity VIDEO: Creating a sale and entering a payment in i-Clarity
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| Managing Deferred Payments In i-Clarity VIDEO: Managing deferred payments in i-Clarity
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| Taking Deposits And Pre-Payment In i-Clarity VIDEO: Taking deposits and pre-payment in i-Clarity
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| Features Of The Point-Of-Sale System In i-Clarity VIDEO: Features of the Point-of-sale system in i-Clarity
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| Refunds In i-Clarity VIDEO: Refunds in i-Clarity
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| Cashing Up In i-Clarity VIDEO: Cashing up in i-Clarity
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| Creating Gift Vouchers i-Clarity allows you to sell Gift Vouchers to your customers to give to friends and relatives as gifts.
Gift Voucher Set up.
Step 1 Create your gift vouchers using Word, Publisher or similar, including a unique serial number on each one. You can create and sell gift vouchers of multiple denominations, e.g. £10, £25, £50 etc, just make sure that each one has a unique serial number.
Step 2 In the products tab of maintenance create a gift voucher product for each denomination of voucher you have available.
Open the maintenance module of i-Clarity and navigate to the products tab.
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| Selling A Gift Voucher On the ‘Create New Sale’ screen, select the voucher denomination you are selling.
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| Redeeming A Gift Voucher When a recipient comes to redeem their gift voucher, make a sale in the usual way.
When you reach the ‘Enter Payment’ screen select the payment type ‘Gift Voucher’
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| Accounting Implications Of Gift Vouchers
When you first sell the gift voucher you will not normally know what it is going to be used for so you cannot really assess the VAT liability. That is why the system requires you to assign any gift vouchers to the ‘Other’ category.
The value of the gift voucher is, however, added to that day’s sales, and of course the money paid will form part of the day’s takings and be included in the cashing up.
When part or all of that gift voucher is redeemed, then a sale is made in the normal way, and added to that day’s sales, and VAT accounted for on the sale in the normal way.
However, to avoid double counting sales (i.e. once when you sold the gift voucher in the first place, and then again when the voucher was redeemed,) i-Clarity creates an additional reverse transaction to the value of the amount of the voucher being used. This is entirely paid off by payment method ‘... Point Of Sale - i-Clarity |
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| Troubleshooting PDQ Machine (Payment Sense) If you are experiencing issues with a Payment Sense PDQ Terminal (NOT DOJO), the below troubleshooting guide may help to resolve the issue.
Run a test transaction through the training branch after each change.
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| Write Off, Amend Payment And Deleting A Transaction (With Examples) Errors on the patient account or walk in sale can be corrected using one or more of the following features.
Write Off
The write off button allows you to remove either all the outstanding balance against an individual sale or part of the outstanding balance.
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| Refunds: Create Refund And Refund Partial Sale Refund a Sale in Full.
This method of creating a refund is used if a patient returns a product and is owed a full refund.
Tick the box next to the sale that needs refunding.
Click on Refund Selected Sale
This will open a confirmation window, which also give you the option of returning the product(s) to stock. Click Yes to proceed
A refund for the selected sale will be entered onto the system and the Enter Payments screen will be displayed.
On the Enter payments screen, select the method which is being used to return the payment to the patient.
The amount to be refunded will be shown as a minus figure. Click the Confirm Amount button.
Once the payment information is visable in the bottom box, click Confirm Total.
Enter a reason for the refund. Click OK.
Details of the refund now appear in the sales transaction summa... Point Of Sale - i-Clarity |
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| Deferred Payments A deferred payment is used when a sale is put on the patient account but the payment for all or part of that sale is not expected to be paid for by the patient. Payment is expected from a 3rd party at a later date, once a claim or invoice is processed.
The main use of this feature will be GOS1 claims for sight test and GOS3 and 4 claims for spectacles. It may also be used for local schemes, such as PEARS/MECS/WECS or for corporate companies paying for employee sight tests.
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| Deposits and Pre-Payments ... Point Of Sale - i-Clarity |
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| Family Payments The ‘Family Payments’ feature allows you to create a running total of payments made for different patients and different sales transactions. E.g. if Mum wants to pay for her glasses, and then her children’s glasses, the system will keep a running total of the amount she is going to pay.
Please note: family payments will total outstanding balances from the patients you allocate in the payment screen, it is not specific to patients that appear together when the family filter button is selected.
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| Integration with Payment Sense PDQ Machines With payment sense integration, amounts entered onto i-Clarity to be paid for by card are automatically transferred to the PDQ machine. Therefore, there is no need to enter an amount twice e.g. once onto i-Clarity and once onto the card machine.
On the ‘Enter Payment’ Screen, select a card payment method.
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| The Point Of Sale Module i-Clarity has two Point of Sale forms.
1. The Patient Account - This is accessed by ensuring the patient you would like to process a sale or payment for, is active on the screen and then by clicking the 'Px Sale' icon.
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| Label Printer Not Printing In Center Of Labels If your Zebra ZD410 printer is not printing in line, it could be due to several reasons.
Here are some steps to troubleshoot the issue:
Check the media loading: Ensure that the labels are loaded correctly and facing up. Verify that the roll is properly aligned.
Inspect for obstructions: Check for any debris or stuck labels in the label path.
Clean the label sensor: Use a soft, dry cloth to clean the label sensor if necessary.
Adjust the label guides: Ensure that the label guides are not too tight or too loose.
Recalibrate the printer: Turn off the printer, hold down the feed button while turning it back on, and release it when the status light starts flashing.
Update the printer firmware: Ensure that the printer's firmware is up to date. ... Point Of Sale - Enterprise |
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| PLU Code Maintenance Adding A Till Button Within the maintenance module, navigate to the ‘Misc 2’ tab.
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| How To Tidy Up A Patients Sale That Is Showing In Green When No Money Is Owed To The Patient This guide will explain what to do when you have a patient transaction showing in green, but no money is owed to the patient.
This guide assumes that the patient has no other outstanding transactions than the one you are dealing with.
Create a new sale
Click 'Search by description'
Search for 'misc'
Select 'misc Other' (or similar) and click 'Ok'
Use the on-screen numbers to enter the opposite amount to your minus balance. For example - if the transaction was -10.00, enter 10.00 on screen.
Add the reason for your correction within the 'Description' box.
Click 'Add To Sale'
Click 'Confirm Sale'
Click 'Show Entire Balance'
The balance will now read as 0.00 (assuming the patient doesn't also have other outstanding transactions)
Select the 'cash' tender type
Click 'Confirm Amount'
Click 'Confirm Total'
Th... Point Of Sale - i-Clarity |
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| Selling A Gift Voucher - Enterprise On the 'Create New Sale' screen in Sales, select the voucher denomination you are selling.
... Point Of Sale - Enterprise |
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| Redeeming A Gift Voucher - Enterprise When a recipient comes to redeem their Gift Voucher, make a sale in the usual way.
When you reach the Enter Payment Screen, select the Payment Type 'Gift Voucher'.
... Point Of Sale - Enterprise |
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| Accounting Implications Of Gift Vouchers - Enterprise
When you first sell the Gift Voucher, you will not normally know what it is going to be used for so you cannot really assess the VAT liability. That is why the system requires you to assign any Gift Vouchers to the 'Other' category.
The value of the Gift Voucher is however, added to that day's sales, and of course the money paid will form part of the day's takings and be included in the Cashing Up.
When part or all of that Gift Voucher is redeemed, then a sale is made in the normal way, added to that day's sales and VAT accounted for on the sale in the normal way.
However, to avoid double counting sales, (i.e. once when you sold the Gift Voucher in the first place and then again when the voucher was redeemed), i-Clarity creates an additional reverse transaction to the value of the amount of the voucher being used. This is entirely paid off by the payment method 'Gift Voucher', and is usually hidden. However, you can reveal... Point Of Sale - Enterprise |
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| Write Off, Amend Payment and Deleting A Transaction (With Examples) - Enterprise Errors on the patient account or Walk In Sale can be corrected using one or more of the following features.
Write Off
The Write Off button allows you to remove either all the outstanding balance against an individual sale or part of the outstanding balance.
... Point Of Sale - Enterprise |
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