Cashback Transactions
Carrying out a cashback transaction
If you want to offer your customers cashback when they make a purchase with a debit card you will need to get Payment Sense to enable the feature as it is disabled by default.
When cashback is enabled on your Payment Sense account, whenever a customer inserts their card to initiate a card payment the card terminal will display the following:
Here you can enter a cashback amount using the keypad on the card terminal.
Press the enter key when done to proceed with the card transaction as usual.
If the card transaction successfully completes, you can give the customer cash from the cash drawer to the amount of the cashback.
How cashbacks are recorded in Easify
When you give people cashback, the amount of cash in the till will be lower at the end of the day than it would ordinarily be.
So that the till registers the correct amount of cash at the end of the day when cashing up and zeroing the till, cashback transactions cause a cash amount to be automatically transferred from the till account to a temporary Easify cashback account.
Then at the end of the day when you zero the till, any monies in the internal Easify cashback account will be automatically transferred to the current account in Easify.
Ordinarily you won't need to worry about how Easify internally transfers cashback payments, however if you notice various cashback transfers in the Easify Cashbook, this is why they appear there.