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POS / Billing

How to take payment and complete a sale

Take single or split payments, apply customer credit and understand account sales and pending cheques.

BillingReviewed

Prepare for checkout

Select a customer, finish the cart checks and open Payment (F8). A cashier needs an open counter and the relevant sale, invoice and payment permissions. Check Sale Summary and the final Grand total.

Record what the customer pays

  1. Choose Single for one method or Split for several payment lines.
  2. Select the actual method and enter the amount. Use the card/reference fields where appropriate. A cheque needs its number and date.
  3. If available, apply existing customer credit. This spends an existing balance; it is not new cash received.
  4. Check the total of all payment lines and any remaining balance. Choose Print bill or No print, then submit the payment using the checkout control.
  5. Wait for the saved result before starting another sale.
Screenshot coming soon
How to take payment and complete a sale

Account sales and cheques

A full or partial account sale leaves a balance on the customer account, subject to credit limits and shop policy. Review the account confirmation before accepting it. Cheques can remain pending until cleared; a pending cheque is not cleared cash.

If saving or printing fails

Check Orders before creating a replacement bill after a timeout. Stock items and preorder items can be submitted separately, so inspect both when a mixed bill reports a problem. A printer warning after a saved sale does not mean the sale failed: reprint the existing order.

Warranty-extension purchases require the applicable full-payment checks. Easy Pay has its own checkout flow; do not record its down payment again as a normal collection.