Payments and split bills on the POS

Where: Operations > POS Terminal
Who can use it: Pay needs pos.cash_payment, pos.card_payment or pos.settle_order. The green Cash button needs pos.cash_payment and the Quick Cash branch setting. Discounts need pos.apply_discount. Open drawer needs pos.open_drawer or pos.no_sale. Split needs pos.split_order or pos.split_bill. An open work period is required.
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Watch it: open the table, press PAY, check the amount and Complete (20 seconds).

A payment always belongs to an order. The POS sends the order to the server first if it is not saved yet, then records the payment. How much is paid and how much is still owed is always worked out from the completed payments on the server, not from a number on the screen, so a payment can never be counted twice.

Step by step

Take cash quickly (green Cash button)

1. With the order in the cart, tap Cash in the cart footer.
2. Read the “Confirm Cash Payment” window (“This will immediately process a cash payment for the full order amount”) and tap “Yes, Cash”. Cancel closes it.
3. The order is saved if needed and the full remaining balance is paid in cash. A receipt prints if “Receipt On Quick Cash” is on, and the drawer opens if “Open Drawer On Cash” is on.
4. The button becomes Settle (see below).

Tip

On a table with several tickets, Cash pays each ticket its own remaining balance. If one ticket fails, the POS names the failed tickets and does not show the settled state.

Take payment on the Payment screen with change

1. Tap Pay in the button column. The Payment screen opens.
2. Check the order items and totals in the left column.
3. Type the amount the customer gave on the number pad, or tap a quick amount: the exact balance (top button), 1, 5, 10, 20, 50 or 100, or All, Balance or Round.
4. The “Charged” box shows the amount and underneath either “Change”, “Short” or “Exact”.
5. Tap the payment method (for example Cash). A “Confirm Payment” window shows the amount, the method and the “Remaining after”.
6. Tap Confirm. If you typed more than the balance, only the balance is recorded and the extra is your change.

Tip

If you tap a method without typing an amount, the POS fills the remaining balance for you and asks you to confirm.

Take a part payment

1. On the Payment screen type an amount smaller than the balance.
2. Tap a payment method and confirm. The payment is recorded.
3. The cart footer shows each payment and “Remaining Due”. Repeat with another method until the balance is zero.

Split the bill between people

1. On the Payment screen type the number of people in the “N (people)” box on the right.
2. Tap “÷ N = Split”. The Charged box shows one share. If you leave the box empty it divides by 2.
3. Tap a payment method and confirm. Repeat for each person.

Pay with two or more methods at once

1. On the Payment screen tap Split Pay. The Split Payment window opens with two rows.
2. On each row choose a Payment Method and type an Amount. The button “= amount” on a row fills what is left.
3. Tap + Add Method for more rows. The bin removes a row (you always keep at least two). “÷ Split Equally” shares the total evenly.
4. The “Split Total” turns green when it matches the amount shown above it. On an order that is already part paid the window says “Remaining Balance” and you split only what is still owed. Tap Process Split Payment.

Tip

Split Payment needs at least two methods, and the amounts must add up to what is still owed on the order (the full total, or the remaining balance if part of it is already paid). Otherwise the POS tells you what the amount must be.

Charge the bill to a customer account

1. Attach the customer first (Cust), or tap On Account and pick the customer when asked.
2. The customer must be an Account customer. A customer marked as simple cannot buy on credit and you see a message with their name.
3. Tap On Account on the Payment screen and confirm. The amount goes to the customer’s account.
4. The small pencil or person button next to On Account lets you change or remove the customer, with a confirmation.

Split the items onto a second order

1. Place the order first. Split needs a saved order and says “Create order before splitting” otherwise.
2. Tap Split. The window “Split Bill - Select Items” opens.
3. Tap each item to move. For items with a quantity above one, set “Qty to split”.
4. Optionally pick a free table under “Move split items to a table”, or choose “No table”.
5. Tap Create New Order. The selected items move to a new order. The original order keeps the rest. Pay each order separately.

Settle the table after payment

1. When the order is fully paid, the Cash button in the cart footer turns into a green Settle button.
2. Tap Settle. The table is freed and the cart is cleared. If you have no table, the order is completed on the server first.

Careful

Paying does not free the table. Settling is deliberately a separate step. If a second ticket on the table is still unpaid, the server refuses to settle and tells you why. Pay or void that ticket, then settle again.

Open the cash drawer without a sale

1. On the Payment screen tap Open drawer. You see “Cash drawer opened”. The button only shows if you have pos.open_drawer or pos.no_sale.

Collect money from a customer who owes you

1. Open the Customers tab and open the customer.
2. Tap Collect Payment. The amount is pre-filled with what they owe.
3. Tap 25%, 50%, 75% or Full, or type an amount. Choose the Payment Method. Add a note if you want.
4. Tap Collect Payment. If they paid more than they owed, the extra is kept as advance and the message says so.

Rules the POS enforces

• A pricing error on the last item blocks every payment until you fix the item.
• A bill-printed (locked) ticket must be paid in full. Part payments are refused with “Ticket is locked”.
• An order that is already paid shows “Order already paid. Click Settle to close.”
• The Complete button refuses an amount lower than the balance and tells you to enter the full amount or use Split Pay.
• If the connection drops while a payment is sent, the POS checks the order before it tells you what happened: either “Payment confirmed (recovered after network hiccup)” or “Network error - payment NOT confirmed. Check the order before retrying.”

Careful

If you see “payment NOT confirmed”, open the order and look at the payments before you charge again. Charging twice would take the money twice.

Every setting explained

Payment screen

Setting	What it does
Order Items and totals (left column)	Items, subtotal, each tax, service charge, delivery fee, discount, total, payments already taken and the remaining balance.
Quick column: exact amount and 1, 5, 10, 20, 50, 100	Puts that amount into Charged. The top button is the exact balance.
Disc % shortcuts	In discount mode: 5, 10, 15, 20, 25 and 50 percent. Tapping the selected one clears it.
Fixed shortcuts	In fixed discount mode: 10, 20, 50, 100, 200 and 500.
Charged	The amount you are about to take. In discount mode it shows the discount instead.
Number pad	Digits, a decimal point, DEL and Clear.
Disc % / Disc Fixed	Switch the pad to discount entry. Needs pos.apply_discount. See the discounts article.
Round	Puts the total rounded up to the next ten into Charged.
Print Bill	Prints the bill from the Payment screen. A failed print shows an error that stays on screen until you close it.
All / Balance	Put the full remaining balance into Charged.
N (people) and ÷ N = Split	Shares the balance equally and puts one share into Charged.
Pay With list	One button per active payment method of the branch. Tapping one opens “Confirm Payment” for the typed amount.
On Account	Charges the customer account. Needs an Account customer.
Split Pay	Opens the Split Payment window.
Complete	Pays the whole balance of every unpaid ticket on the table with the highlighted method. Cash is highlighted at first. When you tap another method in the Pay With list, that method stays highlighted and Complete uses it.
Open drawer	Pulses the cash drawer. Needs pos.open_drawer or pos.no_sale.
Close	Closes the Payment screen without paying.

Confirm Payment and Split Payment windows

Setting	What it does
Amount, Method, Remaining after	What will be recorded, with what, and what will still be owed afterwards.
Confirm / Cancel	Records the payment, or goes back.
Order Total, Split Total	The total to reach and what your rows add up to.
Payment Method, Amount	One row per payment.
= amount	Fills the row with what is still left.
+ Add Method, ÷ Split Equally	Add a row, or share the total evenly across the rows.
Process Split Payment	Records all rows. Needs at least two rows and a total that matches.

Collect Payment window (customer dues)

Setting	What it does
Outstanding	What the customer owes.
Amount to Collect	The amount you take now. 25%, 50%, 75% and Full fill it for you.
Payment Method	How the customer pays.
Notes (Optional)	A payment reference or remark.
Collect Payment	Records the payment. Extra money becomes advance.

Related articles

• Taking orders on the POS
• Voids, refunds, discounts and the bill lock
• POS Terminal: the selling screen
• Work Periods: open and close the day
• Cash Drawer
• Printers