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Dizlog’s Guide on Handling Pay Later and Partial Payment Transactions

Managing flexible payment options is essential for supporting customer convenience and improving sales efficiency. Dizlog allows you to process Pay Later transactions and handle Partial Payments directly through the POS. Below are the detailed steps.

Updated over 2 weeks ago

I. Setting Up Pay Later

  1. Go to POS.

  2. Open POS Settings.

  3. Select Payment Method.

  4. Enable Pay Later.

  5. Click Save.

II. Processing a Pay Later Transaction

  1. Make a transaction on POS.

  2. At checkout, select Pay Later as the payment method.

  3. Choose the due date for payment.

  4. Input customer information (name, contact details, etc.).

  5. Complete the order.

III. Completing a Pay Later Transaction

  1. Go to Order Management.

  2. Select Pay Later.

  1. Open the specific transaction.

  2. Click Record Payment.

  1. Select the customer’s chosen Payment Method.

  2. Complete the payment.

*You may set-up a reminder for Pay later orders. Go to POS > POS Settings > Enable Send Pay Later Reminder, then save.

IV. Setting Up Partial Payment

  1. Go to POS.

  2. Open POS Settings.

  3. Enable Partial Payment.

  4. Click Save.

V. Processing a Partial Payment Transaction

  1. Go to POS.

  2. Start a sales transaction.

  3. Click Charge.

  4. Select the Mode of Payment.

  5. Enter the initial payment amount (must be less than the total).

  6. Save the transaction.

VI. Completing a Partial Payment Transaction

  1. Go to Order Management.

  2. Find the Partially Paid Transaction.

  3. Click Record Payment.

  4. Select the payment method for the remaining balance.

  5. Input payment amount.

  6. Complete the payment.

Comparison: Pay Later vs. Partial Payment

  • Pay Later: The customer pays nothing upfront and agrees to settle the balance on a specified future date. Best for trusted customers or businesses offering credit terms.

  • Partial Payment: The customer pays a portion upfront, with the rest paid later. Best for securing a commitment while still allowing flexibility in payment.

Conclusion

  • Offering Pay Later and Partial Payment options in Dizlog provides customers with flexible ways to settle their balances, while helping businesses close more sales and manage outstanding payments effectively. By understanding the difference between these two options, you can choose the best approach for your customers and business needs.

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