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How to Make Accounting Easier with Integrated Treez Payments

Apr 7, 2020 1:42:17 PM / by Caitlin Pellas



In a world before integrated payments, managing transactions from the sale to your bank account was a disjointed and time-consuming process. Manual reporting makes errors more likely and chasing down discrepancies more difficult. With Treez Payments, payment processing is integrated with the point-of-sale. Gone are the days of comparing your POS and merchant portal batches at the end of each day and crossing your fingers that they match. Since payments are integrated with the POS, the sales associate workflow and accounting reconciliation work seamlessly together. 

The beauty of implementing integrated Treez Payments is that there is next to zero change in the workflow for sales associates. They will continue checking out customers in the same way they’re used to, but with a more streamlined workflow for debit payments. Training on Treez Payments takes minutes and requires sales associates to learn only one or two more buttons in the Treez Portal. We’ll show you how easy it is to check out a customer who prefers to pay with their debit card using Treez Payments. Let’s walk through the checkout process using Integrated Cashless ATM, from sales associate to accounting.


Experience the End-to-End Workflow with Treez Payments

  1. The sales associate has leveraged the customer’s Treez profile to help build a cart filled with products they’ve loved before and some new recommendations based on preferences and past purchases. The customer is ready to check out. The sales associate clicks the green “Checkout” button on the cart screen.
  2. From there, the sales associate will see the Integrated ATM payment option, which will automatically calculate the roundup total based on the subtotal, taxes, and merchant fee. The sales associate then verifies the amount with the customer, including roundup and merchant fee, and clicks the “Charge Integrated ATM” button. A confirmation prompt will appear, and the sales associate clicks the big green “Confirm” button. Sell_Treez_POS_Integrated_Payments_Pay_Screen
  3. After clicking “Confirm”, the debit terminal gets prompted with the roundup total and asks the customer to confirm the total and swipe or insert their card. Once the customer enters their PIN on the terminal and clicks OK, the transaction moves back into SellTreez.
  4. In the SellTreez portal, a final Payment Summary prompt will appear on the screen. Now it’s up to the sales associate to refund the Cash Back or Change owed to the customer, which is automatically calculated and displayed in the Payment Summary. After refunding the cashback to the customer, the sales associate clicks “Accept” and the transaction is processed. The customer receipt is printed with line items detailing the subtotal amount including tax, the merchant fee, the cash refund, and the roundup total that was charged to their debit card.Sell_Treez_POS_Integrated_Payments_Confirmation
  5. Next customer up!

Every step of the transaction flows through SellTreez. That means that at the end of the day, there is no question that POS and merchant portal batches will match since everything is integrated. Treez Payments allows for nightly batch processing, saving you even more time and labor. Your accounting department will have access to the merchant portal in case they want to confirm reconciliation, but they will thank you for the integrated ease of use!

The application process to get started with Treez Payments is easy. All you need is a bank account under your company entity and we can start your setup. Reach out to your Customer Success Manager today to learn more about how Treez Payments can streamline payment processing and your books! 


Ready to Take Your Dispensary to the Next Level by Leveraging Integrated Treez Payments?

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Topics: POS software, retail, software, taxes, Training

Caitlin Pellas

Written by Caitlin Pellas