Pending Transactions

A pending transaction is a shopping cart that has payments applied to it, but the button that reads "complete payment" has not been pressed.  Aluvii attempts to prevent pending transactions by not allowing you to close the payment window until the shopping cart has been paid for in full; however, if you refresh your browser, or the internet connection crashes, etc. pending transactions can still result.

Balanced Pending Transactions

Most of the time, like in the screenshot above, the shopping cart has been paid for in full (for example, the total due on the shopping cart was $5, and a cash payment of $5 has been applied to the shopping cart), but the button that reads "complete payment" has not been pressed, so the transaction is in pending status.  This is a balanced pending transaction, because the total due equals the total payments applied - your sales numbers and payment numbers balance.

Unbalanced Pending Transactions

Sometimes, however, you may have $5 due and start a split payment (taking more than one form of payment against a single shopping cart).  You may take $2.50 in payment in cash and then close out the payment screen.  This is an unbalanced pending transaction, because the total due is greater than the total payments applied - your sales numbers and payment numbers do not balance.

Resolving Pending Transactions

The cashier logged in when the pending transaction occurred can click on the shopping cart icon (screenshot below) to open pending transactions created by them and resolve them.  This is a best practice, because the cashier that performed the transaction is most familiar with what happened with the particular transaction and can best resolve the pending transaction to match what actually happened.

Aluvii administrators can also resolve pending transactions in Register Management activity > Reports tab > Pending Transactions Report.  This pulls up all pending transactions for all users for the date range.  Click on "complete payment" button next to the transaction in question, and you'll be presented with the payment screen like was seen when the transaction originally occurred. 

If it is a balanced pending transaction, it can be resolved by simply clicking on "complete payment."

If it is an unbalanced pending transaction, you need to first balance the transaction before you can complete the payment. You can either 1) reduce what's in the shopping cart to match the payments actually received by removing items from the shopping cart or applying discounts, etc. or 2) apply payments to satisfy the amount due.  

Reduce Shopping Cart Total Due

To reload the shopping cart when you're in the payment screen, you can click on the save button, and the transaction will be saved to the register, and you can reload the shopping cart and remove items, apply discounts, etc.  You can then finish the checkout process

Apply Payments to the Shopping Cart

If you know what actually happened with the transaction, you can apply the payments that actually happened to the shopping cart.  If you don't know what happened, some choose to setup a tender type named something like "pending transaction resolution."  A payment of that tender type can be applied to the shopping cart to balance the transaction, and it will show on your reports as a payment with the "currency" of "pending transaction resolution" tender type.