Payments and POS
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
This entry describes what the program does after payment is taken in the Riscuoti (Take payment) mode of the Cash desk and what changes depending on the payment method. The steps for taking payment are in Taking payment.
Contents
What happens when payment is taken#
| What | Rule |
|---|---|
| Total recorded | It is the total shown on the receipt, after discounts. Narciso compares it with the sum of the items and rejects the sale if there is a difference of more than one cent |
| VAT recorded | Calculated line by line with the rate of each product or service (for the free items of the calculator, with the business's rate), on the VAT-inclusive price and deducting the discount. Taxable amount and VAT are saved on the sale (see VAT and the flat-rate regime in the Cassa) |
| Location | The sale belongs to the location you are working in |
| Stock | The stock of the products goes down immediately and each product has an outgoing movement «Vendita #…» (Sale #…). If two colleagues sell the same last piece, the second one receives «Stock insufficiente…» (Insufficient stock…) |
| Client | The total spent increases, the last visit becomes today and the client is associated with the location |
| Discount code | If applied, it is marked as used (see Discount code in the Cash desk) |
| Appointment | If you arrive from the Checkout, the appointment becomes Completato (Completed) |
| Commercial document | See below |
After payment is taken the user sees only a message at the top and the emptied receipt: no receipt on screen and no printing. To find the sale again use the summary pages (see Transaction history and Cash book).
If a sale is deleted (the operation is reserved to Titolare (owner) and Responsabile (manager)), the stock is restored with an incoming movement «Annullamento Vendita #…» (Sale Cancellation #…), the client's total spent goes down, the discount code becomes usable again, the points earned are removed from the balance (without going below zero) and the linked appointment goes back to Confermato (Confirmed).
Loyalty points earned#
Points are awarded only if:
- a client was chosen in the sale (with several clients selected, the first counts);
- the client has the Fidelity Card, that is, is enrolled in the loyalty programme (see Clients);
- the items sold have points assigned.
The points are the sum of the points assigned to each service and each product in the sale, multiplied by the quantity. Sales of products only therefore count too. Items not in the catalogue entered with the calculator earn no points.
The points increase the balance of the client and of their card and are recorded in the history. The Cassa does not show the points earned: they can be seen in the client's record or on the Punti fedeltà (Loyalty points) page (see Loyalty points). The discount code and the points are not linked in the Cassa: points are spent only from the Fedeltà (Loyalty) mode, by converting them into a reward (see Loyalty rewards in the Cash desk).
Commercial document to the Agenzia delle Entrate#
If the electronic receipt is active (see Cash desk links), after every sale Narciso sends the Agenzia delle Entrate (Italian Revenue Agency) the commercial document with the lines (products and services) and the amounts. Only the Contanti (Cash) method counts as a cash payment; every other method counts as an electronic payment.
If the transmission succeeds and the sale has a client, the client receives the document as a PDF with a message («Grazie per il tuo acquisto! Il Documento Commerciale di €… è stato trasmesso all'Agenzia delle Entrate…» (Thank you for your purchase! The Commercial Document for €… has been transmitted to the Agenzia delle Entrate…)).
The document is not sent, and the sale stays valid, in the following cases:
- between 23:55 and midnight, when the service does not accept submissions: the outcome is «non trasmesso, riprovare più tardi» (not transmitted, try again later);
- if the VAT rate of a line is not among those provided by the service (for example the 0% of the flat-rate regime): the outcome is «non trasmesso automaticamente» (not transmitted automatically);
- if the transmission fails because of a problem with the service or the network;
- if the «Scontrino dichiarato da SumUp» (Receipt declared by SumUp) switch is on for the SumUp reader.
The outcome is saved on the sale, but the Cassa does not show it. In Prima Nota (Cash book) you can consult it and, for Titolare and Responsabile, retry sending with the Dichiara (Declare) button (see Cash book).
Payment methods compared#
| Method chosen | What happens |
|---|---|
| Contanti | The sale is recorded immediately as cash |
| Altro (Other) | The sale is recorded immediately as a bank transfer |
| POS with SumUp (Solo reader paired to the location) | The amount is sent to the reader; the sale is recorded by the system, as a card payment, only when the payment succeeds |
| POS with Satispay (connected) | The amount is sent to Satispay (QR or phone); the sale is recorded by the system, as a Satispay payment, only when the payment succeeds |
| POS with myPOS, Axerve, Nexi (or SumUp without a reader) | Not used: these networks do not receive the amount from the Cassa. Record the sale as Contanti or Altro, or use the payment link |
| KlimaCard | Does not record the sale immediately: it opens a payment through Stripe on the chosen terminal (POS 1, 2 or 3). The sale (stock, points, commercial document) is created only when the client pays; the waiting payment expires after 30 minutes |
| Messaggio (Message) | Sends the client a payment link on WhatsApp; the sale is created only when the client pays; the link is valid for 30 minutes |
The sales that the Cassa records directly, without a payment verified by the system, are therefore only cash and bank transfer. Card/POS, Satispay and KlimaCard are created only from a successful payment.
After an order (Paga)#
After an order in Paga (Pay) mode you see the message at the top, the receipt (only for instant payment) and the order in Order history; for payments with a due date the order shows as «in attesa di pagamento» (awaiting payment) with the date (see Paying suppliers and Payment schedule).
Common problems#
| Problem | What to do |
|---|---|
| The client did not receive the commercial document | The document is sent only if the electronic receipt is active, the transmission succeeds and the sale has a client. Check the outcome in Prima Nota |
| The sale after KlimaCard, Messaggio or POS is not there | It is created only when the client has paid: wait for the payment or check that the link/terminal has not expired |
| The loyalty points did not increase | The client was not chosen in the Cassa, does not have the Fidelity Card, or the items sold have no points |
| Under the flat-rate regime the commercial document is not sent | Lines with a 0% rate are not transmitted automatically |