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THE PAYMENT
TRANSACTION
If your customer is choosing to pay by credit, debit,
or check card, the credit card terminal is the device
that communicates the customer’s card information
to the bank or credit card company. If the customer
is in the store, they will swipe their card in this
terminal. It will prompt them to enter relevant
information, like their PIN number, and will let you
know if the card was approved or not approved. If
your customer is on the phone, double-check that
the name on the credit card is a signor on the rental CUSTOMER PAYMENTS / TAKING PAYMENTS
agreement. WELCOME & ORIENTATION / TRAINING ROADMAP
Once the customer has completed the transaction If the customer is in the store, you will give them a
on the credit card terminal, the POS system will copy of their receipt and place the store copy in the
proceed. designated area for your store.
If the transaction takes place over the phone, you If the transaction takes place over the phone, you
will see a confirmation number for their payment; will put the customer’s copy in their file or ask if
read this number to them so they have confirmation they want their receipt mailed to them.
of their payment.
If your customer has decided to pay with cash, the
Continue to follow the prompts to file the receipt. POS system will tell you how much change to give
Once the transaction is completed, a receipt will the customer (if any), and you will open the cash
print. drawer to make change and deposit their payment.
Always be sure to close the cash drawer completely
when you’re finished.
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