POS: Partial Payments in Online Ordering (OLO)

POS: Partial Payments in Online Ordering (OLO)



Introduction

This article explains partial payments with all payment options (Credit Card / Loyalty Points / Gift Card / Cash) for Online Ordering.


Background

  1. The Customer can make partial payment using any of the payment options.

  2. The toggle Enable Partial Payment will be included in the Online Order Admin page (B0).
    1. If the toggle is enabled: the split payment field will appear between Total and Robot fields on the Order screen.

  3. Upon clicking on Split Payment, the Remaining Balance and Pay Amount fields will appear.
    1. The Pay Amount field will be editable for customers to enter the partial amount to pay. 

  4. The Balance Due will calculate as per the formula: Balance Due = Total – Payment.

  5. After partial payment(s), the details will appear on the Order screen. When payment is completed, the Order details will appear under the customer profile’s order history and Email receipt.

Implementation in Back Office (BO)

Navigation: Log into BO. Select Online Ordering > Stores. For the Store, under Actions select Settings



On the Settings page:

  1. Under the Check Out section, the toggle Enable Partial Payment appears below the Enable Item Based Redemption toggle.

    1. The Enable Partial Payment toggle will be visible only when the Tax Round Off and Auto Discount toggle is enabled (set to YES).
    2. The toggle has the tool tip ‘Option to enable partial payment functionality in OLO’, and the caption ‘Option to enable partial payment functionality in OLO. POS compatible version should be greater than 6.0.95’.

  2. If the toggle is enabled, any Partial Payment can be applied in Online Ordering.
    1. If the toggle is disabled, partial payment will not be applied and the split payment option will not appear on the Online Ordering page.


Implementation in Online Ordering (OLO)

  1. Log in to the Online Ordering page. Select a Store then Order Type.

  2. On the Schedule Your Order pop-up, select ASAP or Future Order.


  3. Select a Category a Menu Item.


  4. Click Add to Cart. The Order Details will appear, along with Price details.


  5. Click Check Out. The Payment screen appears.
    1. If not logged in, the options to Continue as Guest or Create Your Account appear.
       


New Workflow for Partial Payment

On the Your Order screen: the Split Payment option will be available below the Total – and will appear only when the Enable Partial Payment toggle is enabled in Online Ordering admin page.

  1. Click Split Payment. The Remaining Balance and Pay Amount fields will appear.

  2. The Pay Amount field will be editable, allowing customers to enter any partial amount to pay.
    1. Discount and Tip cannot be applied after completing one partial payment. The Tip will apply only for Credit Card and Gift Card.
    2. Menu Items cannot be deleted during split payment, therefore the Delete icon will be removed.
    3. Discount and Tip options will become non-selectable after one payment is completed.
    4. The Add More and Cancel buttons will remain disabled until the full payment is completed.


  3. The Customer can enter partial amount in the Pay Amount field. Partial payments can be made via loyalty, Cash, credit card or gift card or any other payment options simultaneously.

  4. The Remaining Balance value will appear after entering an amount in the Pay Amount field.


  5. The Customer selects any one of the payment methods to perform a partial payment. After the transaction is completed, the Payment 1 Success and along with the payment method will appear after the Split Payment field.

  6. Upon clicking on Continue to Next Payment button, the customer can select any payment option for Balance amount for payment then complete the payment. 

  7. After completing the transaction, the Payment 2 Success and the type of payment will appear after the Payment 1 line item.

  8. Example: Customer has made partial payments using Credit Card (CC) then Gift Card.
    1. The Customer chooses the Credit Card payment option. A new screen appears to enter the card details (Name, Card number, etc.) with a checkbox option to Save the card for faster check out.
    2. If the transaction is successful, then the Payment 1 line item will appear below Split Payment.
    3. For the Remaining Balance: the Customer chooses the Gift Card payment option. A new screen appears to enter the Gift Card Number, with an checkbox option to Save the card for faster check out check box.
    4. If the transaction is successful, then the Payment 2 line item will appear below Payment 1.


  9. The Complete Order button will appear only when the Remaining Balance field displays zero ($0.00) – meaning the full payment has been completed.


  10. Once the Order is received in POS, then the Order Confirmation email will be triggered, and Partial Payments details will appear.


  11. Under Order History: the Payment 1 and Payment 2 details will be included.
    1. The order details will contain the usual Order information. Additionally the payment method, payment amount & card details will be available for each partial payment customer has made.


Special Notes

  1. For gift card and loyalty payments: the customer can enter the amount for paying in the Payment field.
    1. If the entered amount does not match the balance value for loyalty points, a message must be displayed below the Loyalty Points option: ‘The order total exceeds the available loyalty balance. Please use an alternative payment method to complete the transaction’.

    2. If the entered amount does not match the balance value of the gift card, an ‘Insufficient gift card balance…’ error message will appear at the top of the payment screen:


  2. The Check can be closed only after a successful payment. If there is a pending payment or payment is not selected, then the application won’t close the check. If they choose Cash on delivery, then for Remaining payment or selected payment, the customer needs to pay in-store.

  3. Customer can make multiple partial payments, but the Check will be placed only after making the full payment.

  4. For Guest login, order details cannot be seen in system. The order details will be received by email, which will show the payment summary for all partial payments made by the user.

  5. For normal user login order details will be available in system. The order details will show the payment summary for all the partial payment made by the user.

  6. For an 86 list menu item: if the customer places the item and completes the payment while the item is out of stock, the following pop-up message will be displayed immediately:


  7. For an ASAP orders: if the store hours indicates the Store is closed, the pop up 'Currently ASAP Order not accepted only Future Order is accepted' on the Payment page and payment taken should be refunded.

  8. For a Future orders: if the store hours indicates it’s currently closed, then the pop up ‘Select valid future date time’ on the Payment page and the payment taken would be refunded.




Impact to POS

  1. The order details will be available on the Check Status page, under the Active tab.


  2. The order details will be available on the Phone/Web Orders page, under the New tab. If the Check is opened from this screen, then multiple payments will appear.



  3. If the Bill print of the check is taken, then multiple payments will appear.

  4. If partial payment is made and remaining payment is taken in POS, then both the payment details needs to be shown in the Receipts.
    1. Example: if a customer has a total bill of $100 and completes a $50 payment through Online Ordering and chooses the Pay at Store option for the remaining amount, the balance can be paid at the POS using any available payment methods in the store - including payment devices.

  5. To Void the Order: void all the partial payments then the check can be voided. If trying to void the check before deleting the payments: the alert message ‘Kindly delete the payment to void the menu items’ appears.

  6. Partial check void is not possible until deleting all payments made on the Check. To delete the payment on the check, you select one payment at a time to delete payments from the check and respective prints needs to be printed (the process as-is).

  7. The refund check scenario for online ordering will follow the existing flow.


Impacts to Reporting

  1. Reports impact will be the same as the existing scenario.

  2. Sale Report
    1. Online Sale tab – the sale details will appear.
    2. Sale Summary tab – the check and partial payments details will appear under Payment Summary.


  3. Transaction Report - Click a check number. Partial payment details will appear under Payment Summary.



Notes

  1. Enterprise and Store Reports will be similar the above mentioned ones.
  2. The split payment option will appear on the Online Ordering page, only when both the Tax Round-Off and Auto Discount and Enable Partial Payment toggles are both enabled. If the Tax Round-Off and Auto Discount toggle is disabled: even if the Enable Partial Payment toggle is enabled, the split payment won’t appear.
  3. Currently, only NMI payment is supported for partial payments in the Online Ordering flow. Support for other payment types (such as credit/debit cards through other gateways or third-party providers) will not be available at this stage. 
  4. Apart from NMI (Sale) payments, the Split Payment option will not be available for other payment types. This means only a single (full) payment is allowed, and partial payments are not supported. 
  5. Only the sale payment is considered for partial payment not auth.
  6. The receipt/print functionality remains unchanged.
  7. Menu void scenario will be as existing.

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