Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Processing payments via payment providers
Your task/initial situation
You have placed all items that a customer wants to purchase on the receipt at the checkout and the customer would now like to pay with card. You have already set up a payment provider.
Note for users of JTL-POS ERPConnected: If you want to also create an invoice for the customer during checkout, read the help pages on: Printing or sending invoices.
Info: Payment methods for payment providers can be specified in the menu Settings > Payment methods (e.g. credit card, debit card, etc.) They are displayed as buttons in the payment view below the number block.
Checkout with an integrated provider
If you use an integrated payment provider or have connected a payment provider via the OPI interface, the payment process will go as follows.
- Tap on Go to checkout. The Payment view will open.
- Select the payment provider. You are usually forwarded to the payment provider and can carry out the payment via a connected device.
- Once the payment provider reports the successful payment back to JTL-POS, the receipt will then change to the Paid status. The Completed payments dialogue box will open.
- Use the check boxes to select which receipt is to be issued and how.
Info: You may only print receipts if a printer has been set up and is currently online (see: Connecting printers to JTL-POS). You can only send receipts via email if an email account has already been set up in JTL-POS (see: Configuring the email server). If you have assigned a customer to the receipt, the email will be sent to the email address stored in the customer’s master data. If no customer has been assigned to the receipt, you can enter the email address after selecting the send option.
- Tap on Complete. The receipts will be issued and the cashier view will close.
Checkout with external provider
If your card reader is not connected to a payment provider in JTL-POS, you can carry out the payment with the card reader manually.
- Tap on Go to checkout. The Payment view will open.
- Enter the due amount into the card reader manually and carry out the payment on the device.
- After the successful payment, select the respective payment method below the number block in JTL-POS. The receipt will then change to the Paid status. The Payments completed dialogue box will open, in which you can select the output method (see above).
Note for users of JTL-POS ERPConnected: If you use JTL-POS ERPConnected, paid receipts are sent to JTL-Wawi with the next synchronisation and an order is created. To view the receipt, the function Show processes from external cash register systems in JTL-Wawi must be enabled in JTL-Wawi under the menu Admin > Global settings > Processes. If you have assigned a customer to the receipt, the customer data is saved in the order. If no customer has been assigned, the cash register name is entered into the Customer ID field in the order and the identifier Walk-in customer is entered into the Last name field.
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