> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Take payment

> Every tender the pharmacy till accepts — cash and change, card and transfer references, account balance, and part payment on credit.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['pharmacy']} plans="All plans" roles="Anyone with 'Dispense and sell at the till'" />

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

<Path steps={['Sidebar', 'POS']} />

<TaskHeader before="A cart with at least one line" time="Seconds" after="A completed sale recorded against the tender you chose, with change worked out for you" />

## What the totals mean

Above the tender buttons, the summary lists the lines that apply to this sale:

| Row                              | What it is                                                       |
| -------------------------------- | ---------------------------------------------------------------- |
| **Subtotal**                     | The cart before anything is taken off or added                   |
| **Discount**                     | Line discounts plus any whole-cart discount, shown as a negative |
| **Tax (\{rate}%)**               | Your configured tax, if you charge one                           |
| **Additional Charge (\{rate}%)** | Your configured surcharge, if you use one                        |
| **Flat Rate Credit Applied**     | Credit consumed by this sale, with **Remaining credit** below it |
| **Total**                        | What the customer owes                                           |

## 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.

<Tabs>
  <Tab title="Cash">
    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.
  </Tab>

  <Tab title="Card, transfer, mobile money">
    Each non-cash tender asks for its own reference, in a box labelled for the method — **Card Reference / Last 4 Digits**, **Transfer Reference** or **Mobile Money Transaction ID** — with the placeholder "Enter reference number...".

    Enter the reference from the terminal or the transfer confirmation. It is what lets you match the sale to your bank statement later.
  </Tab>

  <Tab title="Insurance and other">
    **Insurance** asks for an **Insurance Claim Number** and reminds you that "Note: Insurance payments may require additional verification". **Other** asks for a generic **Payment Reference**.
  </Tab>

  <Tab title="Account balance">
    Available only when a registered customer is attached and they have money on account. The button shows their balance on the right.

    It is **disabled without a connection** — its tooltip reads "Account balance needs a connection" — and disabled when the balance will not cover the sale, where it shows **\{amount} · short**. A dash means the balance is not known yet. See [Customer wallets](/pharmacy/customers/wallet).
  </Tab>
</Tabs>

Use **Notes (Optional)** for anything the sale itself does not record — who authorised a price, which prescriber was called.

## 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."

<Steps>
  <Step title="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](/pharmacy/get-started/first-customer).
  </Step>

  <Step title="Tick Part-payment / credit">
    The **Amount Received** box is replaced by **Amount paid now**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Complete the sale">
    Select **Complete Sale • \{total}**. The receipt shows the amount paid and the balance.
  </Step>
</Steps>

The outstanding amount then appears in the **Debtors** sheet on the [Sales page](/pharmacy/money/sales), where you record the settlement later — either as a payment, or with **Settle from account** if they have wallet funds.

<Warning>
  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.
</Warning>

## 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}**.

## If something goes wrong

<AccordionGroup>
  <Accordion title="Account balance is greyed out">
    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."
  </Accordion>

  <Accordion title="The tender jumped back to Cash by itself">
    **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.
  </Accordion>

  <Accordion title="Complete Sale will not enable">
    The cart is empty, the cash tendered is below the total (**Amount Needed** is showing), or a required reference has not been entered.
  </Accordion>

  <Accordion title="'This sale was already processed'">
    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](/pharmacy/pos/offline).
  </Accordion>

  <Accordion title="I cannot discount, only take payment">
    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](/platform/team/permissions).
  </Accordion>
</AccordionGroup>

<StillStuck topic="taking payment" />