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Payment Methods

How to handle cash, card, and other payment types.

Payment Methods

DubLedger supports multiple payment methods to accommodate your customers' preferences and your business needs.

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Cash Payments

Processing Cash
1. Select "Cash" as the payment method
2. Enter the amount tendered (what the customer gives you)
3. The system calculates change due automatically
4. The cash drawer opens automatically (if connected)
5. Count back the change and complete the sale

Cash Drawer Management
- Set cash thresholds for automatic alerts
- Track cash in/out transactions
- Run end-of-day cash drawer reports
- Support for multiple cash drawers per location

Cash Discounts
- Configure cash discounts to encourage cash payments
- Discounts are applied automatically when cash is selected
- Discount rates are configurable per location

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Card Payments

Debit Cards
- Integrated PIN debit processing
- Lower processing fees than credit cards
- Works with most major card processors
- Receipt shows last 4 digits of card only

Credit Cards
- Full credit card processing integration
- Supports chip, swipe, and tap payments
- PCI DSS compliant processing
- Tokenized card storage for repeat customers (optional)

Card Processing Setup
1. Go to SettingsPayment Processing
2. Enter your merchant account credentials
3. Configure processing rates
4. Test with a small transaction
5. Enable for live transactions

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Alternative Payment Methods

Pay-by-Bank
- Direct bank transfer (ACH) processing
- Lower fees than card processing
- Takes 1-2 business days to settle
- Great for large wholesale orders

Digital Wallets
- Apple Pay and Google Pay support
- Contactless payment on supported terminals
- Fast and secure checkout

House Accounts
- Extend credit to trusted customers
- Set credit limits and payment terms
- Track outstanding balances
- Send statements automatically

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Split Payments

When to Use
- Customer wants to pay part cash, part card
- Using a gift card plus another payment method
- Splitting between multiple customers

How to Process
1. In the payment screen, tap "Split Payment"
2. Enter the first amount and select payment method
3. Enter the second amount and select payment method
4. Continue until the total is covered
5. Complete the transaction

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Refunds and Chargebacks

Processing Refunds
- Full refunds: Return the entire amount to the original payment method
- Partial refunds: Return a specific amount
- Cash refunds: Return cash regardless of original payment method (check local laws)
- Card refunds: Must be returned to the same card

Chargeback Protection
- All transactions include detailed metadata
- Receipts include product details, ID verification, and compliance checks
- Strong evidence for dispute resolution
- Support team assists with chargeback responses

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Payment Reports

Daily Reports
- Cash summary: opening balance, sales, refunds, closing balance
- Card summary: transactions, fees, net deposits
- Alternative payments: ACH, digital wallets, house accounts

Reconciliation
- Compare POS totals to processor deposits
- Identify discrepancies automatically
- Export data for accounting software
- Support for QuickBooks, Xero, and Sage integrations