💳 In-Shop PC Check-Out & Payments

This procedure covers the final steps for completed systems, including payment processing and client documentation at the shop.

1. Documentation

1. Each completed system will have either a printed invoice or a handwritten work order with the total amount due attached to the system.
2. Cash Payments (Receipt): If the payment is Cash, you can make a photocopy of the handwritten work order to serve as their receipt (any digital Invoice will be deleted), or use an iOS/Android CamScan app to email a copy to the customer.
3. Security Work: If the customer had any security work performed or if we installed any security software, provide them with a “Software Description” tip sheet at checkout.

2. Payment Collection & Processing

We can collect or process payment via Check, Online Payments (Venmo, PayPal, CashApp, Zelle), Credit Card (all types accepted via Square), or Cash.

Credit Card (Square App)

1. Use the Square app to process the payment.
2. After processing, offer to send a receipt of the transaction via SMS/Text or Email to the client. (See 💳 Payment Processing documentation for full details).

Cash Payments

1. Discount: If a customer pays with Cash, provide a discount on the taxes (remove the taxes due from the total amount due for Cash payments).
2. Cash Handling: All received cash goes in the Cash Box (located in the upper-right desk drawer in the Main Office) with a note of who paid and how much.