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Title / Prepare for and handle payment transactions in a service delivery context
Level / 3 / Credits / 4
Purpose / This entry-level unit standard is for people who handle cash transactions or prepare accounts for payment in the hospitality, retail or travel and tourism sectors.
This unit standard will be assessed in a service delivery context and relates to the methods and techniques used to handle payment transactions for customers at a basic level in a hospitality, retail or travel and tourism workplace.
Classification / Service Sector Skills > Service Delivery
Available grade / Achieved
Explanatory notes
1Definitions
Establishment requirements – any policy, procedure, process or agreed requirement, either written or oral, that is made known to the candidate prior to assessment against this unit standard.
Float – cash prepared and retained in the cash drawer to maintain a sufficient amount of change for sale transactions.
Point of sale – place and equipment where customer payments are received.
2Legislation to be complied with includes but is not limited to – Consumer Guarantees Act 1993, Fair Trading Act 1986, Health and Safety in Employment Act 1992, Human Rights Act 1993, Privacy Act 1993, Sale of Goods Act 1908.
3For the purpose of this unit standard, evidence will be required that customers are greeted and treated in all interactions in a polite, friendly and helpful manner.
4Evidence for the practical components of this unit standard must either be gathered in the workplace or in a realistic environment where the candidate has to produce product or similar for customers who have the same expectations for quality and timeliness as a paying customer.
Outcomes and evidence requirements
Outcome 1
Prepare for payment transactions in a service delivery context.
Evidence requirements
1.1Point of sale is opened in accordance with establishment requirements.
Rangeopening may include but is not limited to – time, access, password, security.
1.2Float is accurately checked in accordance with establishment requirements.
1.3Security of cash is maintained in accordance with establishment requirements.
1.4Documentation related to payment transactions is completed in accordance with establishment requirements.
1.5Equipment and materials required for a payment point are kept available and ready for use.
Rangeequipment and materials may include but are not limited to – cash, cash equivalents, stationery, EFTPOS, scanners (fixed, handheld), key pad operated registers, credit card processing equipment.
Outcome 2
Handle and account for payment transactions in a service delivery context.
Evidence requirements
2.1Customer payments are accepted at point of sale in accordance with establishment requirements.
Rangeacceptance may include but is not limited to – price is entered, price is confirmed with customer, payment method is determined.
2.2Cash is handled in a safe, hygienic, and secure manner before, during, and after service in accordance with establishment requirements.
2.3Payment transactions are accurate and complete, with correct payment received and change given for product or service supplied to customer.
Rangepayments may include but are not limited to – cash, credit card, EFTPOS, cheque, vouchers, foreign currency.
2.4Discrepancies in payment transactions are identified and recorded in accordance with establishment requirements.
2.5Payment point contents are made available for authorised collection during service, if required, in accordance with establishment requirements.
2.6Refunds and credits are processed, if required, in accordance with establishment requirements.
2.7Contingency plans are followed in the event of power or equipment failures in accordance with establishment requirements.
2.8Point of sale is closed in accordance with establishment requirements.
Rangeclosure may include but is not limited to – time, access, password, security.
Replacement information / This unit standard replaced unit standard 14463.Planned review date / 31 December 2019
Status information and last date for assessment for superseded versions
Process / Version / Date / Last Date for AssessmentRegistration / 1 / 20 February 2014 / N/A
Consent and Moderation Requirements (CMR) reference / 0112
This CMR can be accessed at
Please note
Providers must be granted consent to assess against standards (accredited) by NZQA, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be granted consent to assess against standards by NZQA before they can register credits from assessment against unit standards.
Providers and Industry Training Organisations, which have been granted consent and which are assessing against unit standards must engage with the moderation system that applies to those standards.
Requirements for consent to assess and an outline of the moderation system that applies to this standard are outlined in the Consent and Moderation Requirements (CMR). The CMR also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements.
Comments on this unit standard
Please contact ServiceIQ at you wish to suggest changes to the content of this unit standard.
ServiceIQSSB Code 9068 / New Zealand Qualifications Authority 2018