A. Setup for POS systems with automatic transactions record:
To record PTC Points transactions, you'll first need to add PTC Points as a payment method. After it has been configured as such, you'll be able to select it when a customer asks to redeem their PTC Points for a purchase at your business. Configuration of new payment methods / tender types are different for each POS system. Please find your system's name and click the link for full configuration instructions.
Square - Read full instructions here
Toast - Read full instructions here POS system setup for PTC points transactions
Revel - Read full instructions here
Clover - Read full instructions here
Thrive - Read full instructions here
Lightspeed - Read full instructions here
Quickbooks - Read full instructions here
Future - The steps are as follows: Go to the Back Office section ⟶ Maintenance ⟶ Media ⟶ Media Maintenance ⟶ Find a media (tender) option that is not already preloaded ⟶ add this media option ⟶ name it PTC Points ⟶ Save ⟶ it should take several minutes for the PTC Points option to save and appear as a tender type.
Cash App - Does not support a new tender type, must be setup manually (see below).
B. Setup for POS systems with manual transactions records:
In case you use a manual register, or your existing POS system does not support adding a new tender type, we recommend you have a manual record for PTC Points transactions. Here are few suggestions:
Marking any receipts that are paid for with PTC Points in a distinguishable way (such as writing the letter 'PTC Points' on the receipt) and filing the receipts for reconciliation at the end of each payment period.
Logging every PTC Points transaction on a spreadsheet or other bookkeeping software.
Repurposing an existing tender type that is not used (for example an IOU button or a Gift Certificate button). This button or tender type should be exclusively used to record PTC Points transactions and will effectively serve as the PTC Points button on their POS.
To continue giving your customers the best service, please make sure to train your staff on the PTC Points redemption transactions.
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