TABLE OF CONTENTS


Pay for tickets using POS

  1. Once a ticket is complete and you are ready to process payment, select the To POS button, which will save the ticket and open the Point of Sale screen.
    POS
  2. Enter your user code if prompted (optional) and press OK.
  3. The ticket will be displayed in the POS options grid. Add Retail Items to the sale if required.
  4. The total balance owing will be calculated and displayed.
  5. Proceed with the payment by selecting Payment from the System menu, this will display a list of payment types available.
  6. Select payment type required, such as Cash and follow the prompts to finish the sale. 
  7. When the sale is complete, you should be prompted to return to the Ticketing screen to print the vouchers.



Pay for multiple tickets from the find tickets screen

IBIS allows you to pay for several tickets in a single POS transaction, like a "shopping basket" using the Find Ticket screen. 

  1. Open the Find Ticket screen.
  2. Select the Outstanding tab as shown below, to see all unsettled tickets.
  3. Select the tickets to include in a single POS transaction (press Ctrl+Click to highlight non-sequential rows, or Shift+Click to highlight sequential rows).
  4. Click To POS, all tickets are listed in the Point of Sale screen in one transaction. 
  5. When the sale is complete, IBIS will print all the vouchers.

    Select multiple tickets in Find Ticket screen to take to POS


Payment for multiple tickets using the customer ticket screen

When all your tickets have been added to your Customer File and you are ready to take payment:

  1. Open the customer file in the Customer Ticket screen.
  2. Click To POS to take payment for all tickets (you can use the CTRL + Click function to highlight selected tickets). For customers using POS plus, you will see the customer panel appear to the left of the POS screen automatically displaying your customer information.
  3. Take payment as normal. When the payment is complete, you will return to the Customer Ticket screen and tickets will begin printing in travel date order. 


Take a partial payment for a ticket

Full payment must be taken to complete a Point of Sale transaction. If you only want to pay for part of the ticket, use the Custom Amount to POS option found under the More... button on the Ticketing screen. This allows you to specify the amount you wish to pay in a single POS transaction. A voucher will not print automatically until a Ticket is paid in full.


Alternatively, you can change the amount at POS by entering a dollar sign ($) in the input box to launch the sell price pop-up and change the price there. Or change by entering the new price straight in the input box (e.g. "$50").



View payment details on a ticket

The payment details for a ticket are displayed in the bottom section of the Ticketing screen. This section will be blank if no payment has been made. By ticking the show account detail box (circled red below) you can see details on what has been charged to the operator's account.

 Transaction Payment Details - Tickbox


Payment type

The payment method (cash, visa etc). A transaction can be paid by more than one payment type e.g. in the above example, the customer paid half by cash and the other half by Visa. 

Payment dateThe Sale date, ie the date and time the payment was made
UserThe user who processed the payment.
AmountThe total amount paid by the customer in that transaction.
Balance owing

The balance owing on the sale e.g. this will be zero if fully paid, as in the above example.


Confirm a referral ticket using the wizard

Before you can invoice the operator for your commission, you need to confirm with them if the pax turned up or not. This is generally done once a month, prior to starting your invoicing process. 


To bypass the confirmation step, configure the Global Settings to auto-confirm referrals which will generate the accounting records as soon as the ticket is saved

To confirm referrals individually:

  1. Use the Un-confirmed referrals tab on the Find ticket screen to see a list of tickets that need to be confirmed.
  2. Open the referral ticket in the Ticketing screen by clicking the > row indicator cell.
  3. From the Ticketing screen, select the Confirm referral wizard under the More... button.
  4. Follow the prompts to confirm or cancel the ticket. Call the operator to check if the ticket person travelled or not.
  5. When the wizard is complete, a private note will be added to the ticket with the confirmation details and the ticket status will change to confirmed.
  6. The ticket will now appear in the Ticket reconciliation report and the Invoices screen ready to generate into an invoice.


Confirm referrals in bulk

If you have a lot of referral tickets to confirm each month, you can use the advanced ticketing functions on the Find Sale screen to make quick work of this process. Be aware that the confirmation details will not display in the Private note field if using this process. 

  1. Open the Find Ticket screen.
  2. From the unconfirmed referral tab, highlight all tickets.
  3. Right-click the Refresh button, select Confirm selected referrals and generate book account records.