Developer of technical documentation, author of video tutorials, host of Torgsoft Podcast
To credit change to a client's card in the Torgsoft program, the functionality of transferring the change amount to bonuses on a discount card is used. This helps avoid issues with a lack of small change in the cash register and encourages the client to return to use the accumulated bonuses.
Here is a detailed instruction on how to set up and use this function:
1. Activation and Settings
To begin, you need to enable this option in the program settings:
1
Go to the menu Settings — Parameters.
2
Switch to the Check tab.
3
Activate the Change to card toggle.
After activation, additional settings will become available:
Rounding of change amount: You can choose how the program calculates the amount to be credited (no rounding, round to integer, to 10, 100, or 1000).
Text name: You can set your own name for the field on the payment form (e.g., "To bonus account").
Fixation method (Add to check as a service):
If enabled: the change amount will be displayed in the check as a separate line as the service "Change to card (bonuses)". The program will automatically create a product type "Change to card".
If disabled: the amount is recorded as a separate incoming financial document (non-balance). To print this amount on the check, you need to add variables "Change in cash" and "Change to card (bonuses)" to the check template.
Important regarding fiscalization: By default, the product type "Change to card" is created with a fiscal tag and 20% VAT. It is necessary to check these settings in the menu Warehousing — Product type to ensure they correspond to your taxation system.
2. How it works during Sales (Realization)
The function works only when selling to a named client (a client whose card has been scanned or selected from the list).
1
On the Realization form, select the client and goods.
2
Press Pay (F6).
3
The field Change to card will appear on the "Payment" form.
4
Enter the amount given by the client in the Received field.
5
The program will automatically calculate the amount in the Change to card field according to the rounding settings.
Example: If the change is 114.35 UAH, and "to integer" rounding is set, then 0.35 UAH will go to "Change to card", and 114 UAH will remain as cash change.
6
You can manually adjust the amounts: if you change the value in the "Change" field, the program will automatically recalculate "Change to card" and vice versa.
3. Where to view and how to use
Accounting. Credited funds are displayed as bonus adjustments. You can see this in Analysis — Bonus Movement Analysis or in the client's settlement card.
Usage. In the future, the client can use these funds as regular bonuses to pay for purchases by clicking the Pay with bonuses button in the realization window.
Nuance for VIP clients: the "Change to card" field will be available only if the payment is linked to a specific realization (via the "Pay check" button or selection from the list of unpaid items).
To download a demo version of Torgsoft, please enter correct contact information. This information determines that you are the owner of the license and entitles you to free technical support.
The Torgsoft software is designed for computers running Windows. By downloading the program, you consent to the processing of personal data and receiving informational messages, and you also confirm that you do not conduct business activities in the temporarily occupied territories of Ukraine and are not a person associated with the aggressor state.
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