Sync Pay - Desk Operations

Completing a Sale (Pay Now) Transaction

  1. Open 

    Sync Desk icon

     Sync Desk and log in.

  2. Add one or more items to the transaction.
  3. Click Pay Now.
  4. Click Pay with Credit Card.
  5. Click Swiped Entry or Manual Entry as appropriate.
  6. Direct the customer to swipe, insert, tap or key in their payment information as appropriate at the Pin Pad.
  7. The authorization is completed and the transaction is closed.

Voiding Credit Payments

Warning

Refunds that are NOT associated with a previous transaction (direct refunds) are NOT permitted. Attempting to do this will result in an error message being displayed explaining that this is not allowed.

SyncDesk_Direct-Refund-Error.png


Partially Void a Payment

Tip

If you have the permissions to do so, you may also want to consider Re-Opening a Closed Tab as an alternative method to partially voiding a payment as it is easier to do.

  1. Open 

    Sync Desk icon

     Sync Desk and log in.

  2. Click the Receipt button to expand the menu.
  3. Click Void Credit Payments.
  4. Click the transaction you need to do a partial refund for.
  5. Click Partially Void Payment.
  6. Key in the amount you would like to void.
  7. Click OK.
  8. Click OK to acknowledge the transaction will be re-opened.
  9. The partial void is processed.

As the transaction is open, you will need to balance the transaction manually.

You can void 1 or more item(s) from the transaction appropriately or use a configured Discount / Surcharge, but the transaction must be balanced back to $0.


Fully Void a Payment

  1. Open 

    Sync Desk icon

     Sync Desk and log in.

  2. Click the Receipt button to expand the menu.
  3. Click Void Credit Payments.
  4. Select the transaction you need to refund.
  5. Click Void Payment.
  6. Click OK to acknowledge the transaction will be re-opened.
  7. The void is processed.


Re-Opening a Closed Tab

Permissions Needed

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

  • Point of Sale > General > Reopen Closed Tabs

  1. Click the Receipt button to expand the menu.

  2. Click Reopen Closed Tabs.

  3. Click the transaction you want to reopen, then click Reopen Selected Receipt.


✅ Sync Desk will re-open and display the receipt for this transaction. You can add or remove line items or make any other adjustments to the re-opened transaction.

It should be noted that at this point, no changes have been made to the authorization to the customer's card.


If the transaction is modified, there are two transaction processes that can occur:


Closing the Modified Transaction - Negative Total

If the transaction has had any discounts or line items voided, than the total amount owed may now show a negative balance.

In this example, we've voided the Hunter Style Sandwiches that were on the transaction, therefore the balance owed is now ($10.57).

  1. Click Pay Now.

    SyncDesk_ReopenedTransaction-02b.png

  2. Click OK on the prompt that appears.

This will reduce the authorization made to the customer's card to the new total of the transaction.


The alternate route to achieve the same objective would be to select line item in the transaction with the validated card amount and then the void button.


Closing the Modified Transaction - Positive Total

If the transaction has had any surcharges or line items added, than the total amount owed will show a positive balance due as the total of the transaction has increased.

In this example, an additional Hunter Style Sandwich has been added to the transaction, therefore the balance owed is now $5.29.

  1. Click Pay Now.

  2. Click Pay with Credit Card.

  3. Click Increase Authorization.


Managing End Shifts

Tip

Before running End Shift, it is strongly recommended to ensure that any appropriate transactions have gratuities assigned and that gratuities have been paid out in accordance with your bowling center's policies.

If you attempt to run End Shift before a gratuity has been assigned or the gratuities have been paid out, the flow described below will differ slightly.


Permissions Needed

To follow this procedure, one or more of the following permission(s) in Sync is required.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

  • Point of Sale > General > End Shift Terminal
  • Point of Sale > General > End Shift User
  • Point of Sale > General > End Shift User - Skip Gratuity Payout
  • Point of Sale > General > End Shift User - Someone Else
  1. Click the Receipt button to expand the menu.
  2. Click either End Shift User or End Shift Terminal.

End Shift User

End Shift User may be preferable if a single user logs into and uses more than 1 POS terminal including MPOS terminals.

  1. Click End Shift User.

    ✅ If you have the permission End Shift User - Someone Else, you will be asked if you are ending your shift or someone else's. Click the appropriate button.

  2. ✅ The End Shift User window appears.

    Verify the data that is shown and review or print the reports if necessary, then click OK.

  3. ✅ Sync will prompt you that the End Shift was successful.

    Click OK.


End Shift Terminal

End Shift Terminal may be preferable if a single user only uses a single POS terminal or if multiple employees end shift from the same POS terminal at the same time.

  1. Click End Shift Terminal.

    ✅ The End Shift Terminal window appears.

    1. Click the toggle for Create Separate Shifts if necessary.

    2. Verify the data that is shown and review or print the reports if necessary.

      Click OK.

  2. ✅ Sync will prompt you that the End Shift was successful.

    Click OK.