Take payment & checkout

Once the cart is complete, you collect the money and close the sale.

Before you start

• Make sure the cart shows the right products and the right total.
• Confirm who the customer is paying as, if your shop tracks customers (see Attach a customer & earn loyalty points).

Steps

1. Press Charge. The payment screen opens showing the amount due.
2. Choose the payment method (Cash, Card, Transfer, etc.).
3. Enter the amount tendered:
   • For cash, type how much the customer handed over — the screen shows the change to give back.
   • For card/transfer, the amount usually defaults to the full total.
4. Press Complete / Finish to post the sale.
5. The receipt prints (or offers to email) and the cart clears for the next customer.

Splitting payment across methods (split tender)

A customer can pay part cash and part card:

1. On the payment screen, enter the first method and the amount it covers.
2. Add another payment line for the remaining balance and pick its method.
3. When the paid total reaches the amount due, press Complete.

Giving a discount on the whole sale

To take an amount off the whole sale (rather than off one item):

1. On the payment screen, type the amount in Discount (header).
2. If your business has more than one Discount type, pick the right one. It decides which account the discount is booked to in your books. With only one type, it is used automatically.
3. Type the Reason for discount, for example Bulk purchase or Loyal customer. Managers see it on the invoice later, so be specific.
4. The amount due drops by the discount. Take payment as usual.

The discount is recorded in your accounts as a sales discount, so the customer's account balances to zero and your income reports show the discount separately.

Promotions

If a promotion is running and the bill qualifies, the payment screen shows a Promotion: … line and the total already includes the discount. You don't need to do anything. If you see "The promotion on this sale has changed", the total has just been updated: check it with the customer and press Complete again. See Set up a promotion.

Adding a service charge to the sale

1. On the payment screen, type the amount in Service Charge.
2. If your business has more than one Service charge type, pick the right one. It decides which income account the charge is booked to. With only one type, it is used automatically.
3. The amount due rises by the charge. Take payment as usual.

The charge is recorded as income in your accounts, so the customer's account balances to zero.

Paying later (account / credit sale)

If the customer is on account, or is a hotel guest charging to their room, tick Charge to account (or Charge to Room …) on the payment screen. Leave the payment at zero, or enter the part they're paying now. The rest goes on their account or folio. See Charge a sale to a customer's account or a guest's room.

Tips

• The change figure is calculated for you — no mental maths at the till.
• Every completed sale posts through the same engine as a normal invoice, so it shows up in your sales reports and shift Z-report immediately.
• Need to undo a sale you just took? See Refunds & returns.

Common problems

• Complete is greyed out → the paid amount is less than the total. Add the remaining balance, or tick Charge to account / Room … to put the rest on the customer's account or the guest's room.
• Wrong change shown → check the amount tendered you typed; correct it before completing.
• "No discount type is set up yet" under the discount → the sale can't be saved with a discount until an administrator adds one: Products & Services → Items (other) → New, type Discount, and choose its Discount Account (the account discounts are booked to). Remove the discount to finish the sale meanwhile.
• "That discount type can't be used" → the type you picked was made inactive or lost its income account. Pick another, or ask an administrator to fix it.
• "No service charge type is set up yet" under the charge → the sale can't be saved with a service charge until an administrator adds one: Products & Services → Items (other) → New, type Charges, and choose its Charges Income Account. Remove the charge to finish the sale meanwhile.
• "That service charge type can't be used" → it was made inactive or has no income account. Pick another, or ask an administrator to fix it.
• Card/transfer needs confirming → for cashless gateways the sale waits for the payment to confirm; see Cashless payments (for Paystack bank-transfer and QR) or POS — charge a customer on your card terminal (for Moniepoint / Opay / Squad terminal devices).