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The payment summary is the bottom-right card on the till. It totals the cart, takes the tender and completes the sale.

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What you’re looking at

The payment summary is the last card in the right-hand column, under the Cart. Top to bottom: the totals, then Payment Method as six buttons in two rows, then whatever that tender needs — a cash box, or a reference box — then Notes (Optional), the Part-payment / credit tick, and Complete Sale • {total} across the bottom. A row only appears when it applies to the sale, so a plain cash sale of one item shows just Subtotal and Total. An empty cart shows the summary with everything at zero and Complete Sale disabled — the card is present from the moment the till loads, so a zero there means an empty cart, not a failure. Above the tender buttons, the summary lists the lines that apply to this sale:

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Choose the tender

Payment Method offers six buttons in two rows — Cash, Card, Mobile Money, then Bank Transfer, Insurance, Other — plus a full-width Account balance button when a registered customer is attached.
Enter what the customer handed over in Amount Received, or use one of the four Quick Select buttons — the exact total, then the total rounded up to the next 100, 500 and 1,000.The panel below shows Change Due when you have enough and Amount Needed when you do not, so you never work change out on paper.
Use Notes (Optional) for anything the sale itself does not record — who authorised a price, which prescriber was called.

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Part payment and credit

When the customer pays some now and the rest later, tick Part-payment / credit — “Customer pays part now, settles the balance later. Tracked as a debtor.”
1

Attach the customer first

A balance has to belong to somebody. Attach a registered customer on the Customer card before you take part payment — see Add your first customer.
2

Tick Part-payment / credit

The Amount Received box is replaced by Amount paid now, and it is emptied. A part payment has no sensible default — only you know what was handed over — so the box waits for you rather than starting at the full total.
3

Enter what they are paying today

An amber row shows Balance due (credit) with the remainder. That figure is what they will owe when they walk out. 0 is allowed, for a sale taken entirely on credit.
4

Complete the sale

The button reads Take {amount} • owe {balance} rather than the full total, because that is what is actually being taken. The receipt shows the amount paid and the balance.
The outstanding amount then appears in three places, all reading the same figure — total less anything refunded, less what has been paid:
  • the Debtors sheet on the Sales page, where you record the settlement later — either as a payment, or with Settle from account if they have wallet funds;
  • the customer’s own Debts tab, with a count beside it, on their customer record;
  • their Outstanding figure in that record’s header.
If the amount still equals the total, the sale is not on credit and the button will say so. “This is paid in full, so there is no balance to track. Lower the amount paid, or switch off Part-payment.” A sale recorded as paid creates no debt, so nothing would reach any of the three places above.
Credit is a real debt against a real person, and only a registered customer can carry one. Selling on credit to Walk-in leaves you with a balance nobody is attached to — attach the customer before you tick the box, not after.

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Who can do this

Role decides whether POS opens at all — a Cashier gets POS and Sales and nothing else. Permission decides which parts of this card are yours. Taking money and deciding how much are deliberately different. Taking a tender is not permission-gated at all — the three toggles that once implied it was (Dispense and sell at the till, Open the cash drawer, Cash up and close the day) were never checked by anything and were removed in August 2026. What is checked on the server is the pricing: a default Cashier can take every tender in the list but cannot discount, override a price or reverse anything. Two behaviours surprise people:
  • Enforcement is opt-in, per person. A colleague never saved in the permissions sheet is unrestricted. The sheet warns “Saving starts enforcing”, and the first save applies immediately, mid-shift.
  • A denied action is recorded; an allowed one is not. A greyed-out control is a courtesy — the refusal that counts happens when the action is submitted.
Money you may not see is never rendered as a zero: it reads Hidden — needs authorisation or the row is absent. See Staff permissions.

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Check it worked

  • A Sale Complete! panel shows the Sale Number, the Total and the Change Due, and the toast reads Sale completed successfully!
  • The sale appears in Sales History with your chosen method in the Payment column.
  • A part payment shows the sale as owing in the Debtors sheet, with Paid {amount} of {total}.

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Common issues

Three causes, in order of likelihood: no registered customer is attached; the balance will not cover the total ({amount} · short); or you are offline. Offline, it refuses with “Account balance needs a connection — take cash or card, or wait for the network.”
Account balance reverts to cash when the attached customer changes, the balance stops covering the total, or the connection drops. Re-select it once the sale is settled again.
The cart is empty, the cash tendered is below the total (Amount Needed is showing), or a required reference has not been entered.
The same sale reached the server twice — usually a retry after a slow connection. Nothing has been double-charged; the original sale stands. See Selling when the internet is down.
A balance has to belong to a registered customer. Attach them on the Customer card first; the tick alone does not create a debtor.
Discounting is a separate permission from selling — Discount beyond the set limit — and so are Override the selling price and Refund or void a sale. See Staff permissions.

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FAQ

Not on one sale — pick a single Payment Method. What you can do is take part of it now with Part-payment / credit and settle the rest later, from the Debtors sheet, on whatever method they use then.
Matching the sale to your bank or terminal statement later. Enter the card’s last four digits, the transfer reference or the mobile-money transaction ID exactly as it appears on the confirmation, and reconciliation becomes a lookup rather than a search.
All of them except Account balance, including part payment on credit. Wallet tender needs the live balance, which one terminal in the dark cannot know. See Selling when the internet is down.
No. The till and Billing are separate ledgers. An account or institutional buyer settles against their invoice on the Payments screen; the till is for money changing hands at the counter.
No — paying more than is owed is refused rather than absorbed. Put the extra on the customer’s account instead, so it stays theirs. See Customer wallets.