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Back to Completing a Sale overview

Understanding Payments and Sales

When you ring up items on the POS, you’re building a sale. The sale tracks all the products, the total amount due, and any adjustments like discounts or tips. Once the full amount is paid and the amount due reaches $0, the sale finalizes and creates a receipt.

Payment flexibility

You can accept payment in several ways:

  • Full payment: Press any payment button to automatically tender the entire amount due
  • Partial payments: Enter a dollar amount, then press a payment button to accept part of the total
  • Multiple payment methods: Mix cash, card, and other payment types in the same sale

⚠️ Important: Once you’ve taken a partial payment, some functions like canceling the sale will no longer be available.

How to Take Payment and Complete a Sale

Taking full payment

To pay the entire amount with one payment method:

  1. Make sure all products have been added to the sale
  2. Press the payment button for your desired method (Cash, Card, etc.)
  3. The system automatically tenders the full amount due
  4. The sale finalizes and a “Sale Finalised” message appears

💡 Tip: This is the fastest way to complete most sales.

Taking partial payments

To pay only part of the amount due:

  1. Use the number pad to type the dollar amount you want to tender
  2. Press the payment button for the payment method
  3. The amount due decreases by the amount you entered
  4. Repeat for additional payments until the amount due is $0

< video-content src=“operations-payment-take-partial-payment” autoplay=“true” muted=“true” loop=“true” >

💡 Tip: If you have preset ‘Start Cash’ buttons configured (e.g., $20, $50, $100), just press those instead of typing amounts.

Using the Split Payment window

The Split Payment function button opens a dedicated window that brings together all payment tools in one place.

The Split Payment Window

To use Split Payment:

  1. Press the Split Payment function button on your keyboard
  2. The window shows:
    • Unpaid products
    • Amount due
    • Number pad and preset cash buttons
    • Common payment methods
    • Print bill button
  3. Enter an amount (or press a preset cash button)
  4. Press your payment method button
  5. Repeat as needed for multiple payments

📖 What this means: Opening the Split Payment window creates a new Payment Receipt for this sale. See Sales and Receipts for more details. The payment list on the left shows only payments for the current receipt (since you last opened Split Payment).

⚠️ Important: If you close the Split Payment window with an amount still due, it will finalize the current payment receipt (not the entire sale). The sale itself remains open until fully paid.

Finalizing the sale

Your sale automatically finalizes when:

  • You take the final payment AND
  • The amount due reaches $0

Special case: If the amount due reaches $0 through a non-payment action (like removing items or applying a discount that covers the full amount), you must press any payment button to finalize the sale.

After finalization:

  • A “Sale Finalised” message appears at the bottom of the order view
  • The sale details remain on screen for reference
  • Press the X in the message to clear, or just start a new sale
Manually request a receipt before starting a new sale
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